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 Financial Planning to Help You Stop Worrying About Money Schedule a call for your plan!
Download was expired on March 31, 2023 12:00 AM

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Tim L. Porter CFP® - President
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Bruce E. Porter - Founder
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James W. Flad, CPA
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Rian J. Flad
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Thomas E. Peekema, CFA, CFP®
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Jeremiah D. Forrister
[email protected]


The SMB Team of advisors Advisors

Template "You couldn't possibly understand" 01 Secret strategy Do you know what you're paying? 02 Creative compensation Client last 03 Advisor first Too good to be true? 04 Mythical Results

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Slide RETIREMENT PLANS A Benefit to Employees and Employers INVESTMENT MANAGEMENT Custom Portfolios Tailored to Meet Client's Needs RETIREMENT PLANNING Retirement Income Options & Projections RISK MANAGEMENT Protection from Unforeseen Tragedies TAX PLANNING Strategies to Help Reduce Taxes ESTATE PLANNING Passing Wealth to the Next Generation SERVICES

The Golden Age? The Golden Age? During his inauguration speech last week, President Trump said, “... the Golden Age of America begins right now…” A pretty optimistic tone, but then again maybe not surprising since he’s likely feeling pretty golden after the year he had.  I wouldn’t mind seeing the Golden Age of America. Politics aside, I bet a lot of us would like to see that.  The Continue Reading The latest from Tim: The Time Has Come The Time Has Come The time has come to make a change. The time has come to turn the page. The time has come to face the music. The time has come to step up. The time has come to take a stand.  Am I Continue Reading The latest from Tim: Play it by Ear Play it by Ear I can’t remember a time when I've seen so many pictures of an ear in the news. The term play it by ear is not usually meant to be literally about an ear, but I have a feeling that the Trump campaign will be doing just that, playing it by ear, until the election in November after last weekend's failed assassination attempt.  The horrific event Continue Reading The latest from Tim: Magic Number Magic Number How much will you need to retire? What’s the magic number you’ll need to save to consider retiring?  This is a big question for half of my clients who are still working. This number can be motivating, or for most Americans who are Continue Reading The latest from Tim: Expectation vs Reality  Expectation vs Reality  One year ago I wrote a letter titled The Little Economy That Couldn't because of the widespread expectation the economy was slipping into recession. I quoted a Forbes article stating we were facing, “...the most anticipated recession of all time!”  Looking back on the year, it reminds me of the “expectation vs. reality” memes showing how ridiculous our expectations can be compared to Continue Reading The latest from Tim: Unrest Unrest One of my jobs as a parent is to keep the peace in my house. Now with six of us under one roof, it’s a full-time job. But with no teenagers, it’s still doable. My oldest is turning twelve this Continue Reading The latest from Tim:

Slide About SMB Financial is owned and operated by SMB Financial Services, Inc., a registered investment advisor with the SEC. SMB Financial Services, Inc was established in 2003 and is located in the Portland, OR area. Things to do Contact one of our advisors Schedule a free appointment Read Tim & Bruce's blog Useful Links Charles Schwab Morningstar Retirement Calculator Allevi-8 PDF's Privacy Policy Form CRS Advisor ADV's Information on this website is for educational purposes only and not intended as investment planning or advice. There is a risk in investing. Account values can go down and the principal can be lost. Not every investment is appropriate for every investor. Any guarantees mentioned are offered by specific financial institutions and not SMB Financial. Some of the information may be out of date. Please consult your own financial advisor or SMB Financial before acting on any of the information on the website. The advisor may not transact business in states where it is not registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.