Prospective clients regularly expressed dissatisfaction with traditional retirement income options such as Savings Accounts, CDs, Money Market Accounts, Annuities and Treasuries. In response to these concerns we began developing, among other options, an income-focused strategy using lower volatility instruments. Numerous accounting and law firms continue to refer their pre and post-retirement clients to us. SMB Financial was founded in 2003. SMB is a Registered Investment Advisor serving clients across the nation registered under the securities laws of the SEC. The Principal's of the firm are a father-son team Founder, Bruce, and President, Tim Porter, CFP. Tim, and wife, Holly, enjoys raising their three children, playing golf, running, helping out at their church, and driving boats for the U.S. Coast Guard Reserves. Bruce is a father of four sons, enjoys working out at the gym regularly, hiking and flying with other members of the Columbia Aviation Association. Together with their half-dozen advisors, they are focused on continuing a culture of integrity in the firm through service and relationships.

True Path Capital Strategies was founded on the principal that financial consumers are best served by people that are independent of corporate conflicts and who will provide non-biased financial advice by truly listening to their clients and then researching solutions to best meet their needs and requirements. As a result, we have built a level of trust and confidence among our clients that we believe is unrivaled by our competitors. In addition to working one-on-one with our clients, Josh Tschirgi is the company's President & Founder. Josh has shared investment knowledge and best practices with the public in numerous newsletters and on talk radio shows. He is an independent and creative thinker who utilizes a variety of financial instruments in his practice to help meet the unique needs and goals of his clients: ** To increase their current income ** To defer their income taxes ** To preserve their principal investments ** To increase the return on their assets ** To research and provide their options for lifetime streams of income ** To reduce the effects of unknown future inflation ** To provide a stable inheritance to their heirs While there are hundreds, if not thousands of solutions out there to provide growth and stability to your financial portfolio, one thing that we know for certain is that "one size does not fit all.” That's why we begin each and every conversation with a new client by LISTENING. We want to hear what you have to say about your hopes, your dreams, your concerns and your financial goals. We know that once we get to know you, we'll be better able to recommend the best solutions for your financial journey. We hope you will give the experts at True Path Capital Strategies an opportunity to get to know you, listen to your thoughts and dreams, and research the solutions that will help you to achieve your financial goals.

I work with affluent families and small business owners to develop and implement comprehensive financial and investment plans, create income streams for a comfortable retirement, structure investments for tax efficiency, provide for financing and liquidity management, and assist with estate planning. I focus on the liability side working with the clients to keep the investments on track while making home purchases or growing or expanding their business. The combination of Bank of America and Merrill Lynch gives us an industry-leading toolbox of financial services and research. We use these tools, but focus on the delivery of independent and thoughtful advice. We communicate frequently with clients and bring an "outside the box" perspective. We put our client's needs and interests first.

Serving Portland Oregon and outlying areas Brian Joelson of Umpqua Investments Inc is offering the following services Insurance planning, Investing, Retirement planning, Estate planning, and Wealth Preservation to help their clients reach their financial goals.