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You Need a Personal CFO

Think of your family's finances as a business and you are the CEO.  You have worked hard to build your nest egg over the years and now are at a point where you need to work with a specialist.  Your finances have become complex and now you need a trusted resource to help you see the big picture, analyze your options, and provide objective recommendations to pursue your goals. 

You also are busy and need a go to resource that understands your desires and can effectively execute your customized plan.  We are that resource.  It's time for Your Personal CFO.


Independent Advice

Are you working with a Wall Street firm or a company with propreitary products?  Ever wonder why your advisor is recommending a specific product or strategy?  Over the years we have seen companies continue to value their bottom line over what's in your best interest.  That's one of the reasons we are an independent firm.  We believe you want to work with people who are committed to your success not some Wall Street corporate board.  We provide independent, objective advice that is always in your best interests.

Extraordinary Service

In a world where having someone do their job is considered good service it's nice to know that there are still people who go above and beyond.  We work with a select group of clientele because we want to provide a high level of service to each.  Think of us as the Ritz Carlton of Finance.

 

Value Added Strategies

Your time is precious.  You have a lot to deal with already and your to do list seems to always be growing.  It's not difficult to understand why you don't have the time to learn about all of the strategies to help you achieve more.  We are here to help you solve those big problems.


 


Dynamic Financial Planning

Some financial plans are wrong.  They either rely on simplistic rules of thumb (online calculators) or on a snapshot in time of your financial situation (printed financial plan).  Your finances are neither simple or static they are changing constantly with the investment markets and your daily life.  Your financial plan needs to be dynamic to keep up with all of these changes.  We use cutting edge technology to provide you with up to the hour progress toward your goals.  We also have the ability to model multiple scenarios and strategies to help you make better decisions as your life changes.

Investment Management

We are professional investors.  Our clients depend on us to lower their risk and work towards optimizing the performance of their investments in order to reach their goals.  We follow a proven philosophy of managing money for clients that strives to protect your principal while ensuring you have enough money for as long as you live.

Alternative Strategies

Progress is important.  It's also important to understand that over time the strategies you used to get to here are not always going to help you get to the next level.  We provide alternative strategies and management of your finances designed to enable you to continue to make progress.



1500 NW Bethany Blvd. Suite 280   Beaverton, OR 97006

 

Securities offered through LPL Financial, Member FINRA/SIPCInvestment advice and financial planning offered through Financial Advocates Investment Management, DBA Capitol Family Office, a registered investment advisor.  Financial Advocates Investment Management, Capitol Family Office and LPL Financial are separate entities. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, WA, CA, MT, AZ, CO, NY, OH, HI, ID, FL, AK