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Bruce E. Porter - Founder

Tim L. Porter CFP® - President

James W. Flad, CPA

Rian J. Flad

Thomas E. Peekema, CFA, CFP®

Brian G. Bradley

Jeremiah D. Forrister

The SMB Team of advisors

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

50 Kaiser Permanente retirement presentations done in OR/WA

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Slide RETIREMENT PLANS A Benefit to Employees and Employers INVESTMENT MANAGEMENT Why Fees are Better than Commissions 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

Timberrrrr Timberrrrr When a pandemic strikes and causes the United States to shut down, what’s the first thing Americans stock up on? Apparently, toilet paper is the first thing we think of. What’s the first thing Americans stock up on now that Continue Reading The latest from Tim & Bruce: Get Rich, Be Generous Get Rich, Be Generous The stock market is off to a good start this year and, surprisingly, there’s not much drama in the financial news. So let’s get philosophical. Does money help you accomplish your goals, or is money the goal of your life? Does money Continue Reading The latest from Tim & Bruce: Spending It All Spending It All How much can one afford to spend before they become broke and destitute? It appears our country is trying to discover this right now. Biden is unveiling another massive $2 Trillion spending bill, this time aimed at infrastructure, housing, education, Continue Reading The latest from Tim & Bruce: Inflation Infatuation Inflation Infatuation As you’ve seen in the news, there's now maximum effort to ramp up vaccinations. I saw it first hand this week. Not as someone getting vaccinated, but as a reservist in the Coast Guard. I just received word the Coast Continue Reading The latest from Tim & Bruce: The Great Disconnect The Great Disconnect Usually, the stock market drops following scary headlines that were meant to stress us out and keep us watching or scrolling. Our job is to try and calm everyone by remembering the stock market is a reflection of emotional individuals Continue Reading The latest from Tim & Bruce: Waiting Game Waiting Game Seems like we're doing a lot of waiting right now: Waiting for a vaccine to be distributed, waiting for a new administration, waiting for small businesses to be able to reopen, waiting for people to go back to work, and Continue Reading The latest from Tim & Bruce:

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 TD Ameritrade Morningstar Retirement Calculator Allevi-8 PDF's Privacy Policy Form CRS 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.