We founded Complete Financial Services (CFS) with the goal of helping individuals increase their wealth as effectively and as safely as possible while helping reduce taxes as much as possible. We now work with hundreds of clients in Oregon and across the US.
Our clients come from all walks of life at all stages of their lives: They may be professionals, business people, blue collar workers, retirees, recipients of an inheritance, single parents, young couples… The label isn’t important. What matters to us-and what is common among all our clients-is that they have the desire to invest in and grow their wealth over time.
Most people who come to us know they may not have the time, knowledge, or skills to manage their investments themselves. Most don’t have the time to monitor the progress of their funds or to react quickly when an investment is not performing as expected. And most people are aware that qualified financial advisors have the training and experience to do a significantly better job at helping grow their clients’ assets.
We aim to build long and rewarding relationships with all our clients. After all, your success is our success. And, as Investment Advisor’s of TFA, we love helping people attain their financial goals. Here’s what you can expect as a client of CFS:
First we’ll sit down together and talk. You’ll meet with one of our Financial Advisors who will spend as much time as necessary to learn about you, your life situation, and your life goals. We want to know as much about you as possible: your current assets, your career, your family situation, your financial goals, your risk tolerance, and many other important aspects of your life. You, in turn, will have questions for us. This will be the start of our personal relationship and partnership with you.
Next, depending on your circumstances, we can prepare a customized proposal that outlines how we recommend your portfolio should be structured, based on what you’ve told us. This could include IRAs, 401(k)s, mutual funds, bonds, life insurance, long-term care insurance, CDs, annuities-and any number of other investment tools and strategies. We may also suggest you consult with other professionals, such as an accountant or lawyer, should your situation warrant it.
If you decide to establish a relationship with us, our job is to periodically monitor them and help keep the portfolio in balance. If anything changes in your life, we’ll discuss together how to revise the portfolio to help meet your new situation or goal. We are always available to answer any questions or concerns.
These are some of the values our business is founded on:
You expect to have highly trained and experienced individuals in a financial services firm; we have that and more. But what you may not expect is how we view you and treat you. And you may wonder how we build trust . . .
Below is a summary of the services CFS provides:
If you’re ready to work toward increasing your wealth, call us at 503-684-8070 to set an appointment. Or click here to go to our contact page.