Menu Home Contact Blog

Financial Planning to Help You

Stop Worrying About Money Click to schedule a call for your own plan!
Download was expired on March 31, 2023 12:00 AM
 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

Slide Committed to Putting
Client's Interests First


Tim L. Porter CFP® - President
[email protected]


Bruce E. Porter - Founder
[email protected]


James W. Flad, CPA
[email protected]


Rian J. Flad
[email protected]


Thomas E. Peekema, CFA, CFP®
[email protected]


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

Slide Schedule a call for your own
"Can-I-Retire Spreadsheet" Click to schedule a call

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

Easy Negativity Easy Negativity 16 years ago I was sitting in my office with Bruce and we had just endured a 56% drop in the stock market. There was very little good news that day. It was easy to be negative. 5 years ago, in March of 2020, I was feeling the same way as markets had the "Fastest 30% drop since the great depression!" Because of COVID Continue Reading The latest from Tim: New Additions New Additions Jeremiah had another baby!  Well Alicia did, but you know what I mean. A happy and healthy baby boy was born on March 20th. Everyone that works with us knows the hard work Jeremiah puts in serving our clients. Now with Continue Reading The latest from Tim: 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:

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.