For many, retirement and financial planning can be intimidating. To make sense of the retirement programs in which you have invested can leave you feeling as if you are lost in a forest with no clear path to follow. Or, you may be in the process of planning for your retirement years, wondering which tools will be necessary for you to chart your course and realize your goals.
This is where the knowledge and experience of an Investment Advisor Representative can work for you. George has been helping clients plan their financial strategy since 1984. He will assess your investment risk tolerance, gain an understanding of your investment experience, listen to your concerns for long term planning and, guide you through the process of defining your financial goals. By gaining an understanding of your overall situation, he will be able to provide a formula and a step by step strategy designed to help you achieve success. Once your custom plan is in place and an investment portfolio is established, you can expect regular reviews with George. Keeping track of progress and the realization of your goals is part of the individualized attention you will receive at McInnis Financial. Your success is important us.
George’s office is located in Portland, Oregon.
Call today at (503) 281 9619 or e-mail him at george@mcinnisfinancial.com
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