DIRECT-PORTLAND: 503.972.8987 | DIRECT-BEND: 541.306.3579 | TOLL-FREE: 888.970.8987 | FAX: 888.414.8957
DIRECT-PORTLAND:
503.972.8987
DIRECT-BEND:
541.306.3579
TOLL-FREE:
888.970.8987
FAX: 888.414.8957
EMAIL

CONTACT US | 888.970.8987 | 503.972.8987
10167 SW Morrison Street, Portland Oregon 97225
- Specializing in Corporate 401(k) Set-up & Management
- What is a "Simplified" 401(k)? ...Ask us
- 529 College Savings Plans
- Wealth Management
- Estate Planning

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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of: California (CA), Georgia (GA), Oregon (OR), Washington (WA).
We are licensed to sell insurance products in the following states of: California (CA), Oregon (OR), Washington (WA). Securities and Advisory Services Offered through KMS Financial Services, Inc.