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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

Slide Committed to Putting
Client's Interests First


Tim L. Porter, CFP® - President
Tim@SMB.Financial


James W. Flad, CPA
Jim@SMB.Financial


Rian J. Flad
Rian@SMB.Financial


Thomas E. Peekema, CFA, CFP®
Tom@SMB.Financial


Jeremiah D. Forrister, CFP®
JF@SMB.Financial


Thomas M. Ewing
Thomas@SMB.Financial


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

Divergence Divergence Over long periods of time, markets and headlines tend to move together. Fearful news often leads to falling markets, while optimism usually means rising prices. But every so often, we experience seasons of divergence. We find ourselves in one of those seasons again. Markets are sitting at all-time highs, while the tone of daily news and social media feels unsettled—marked by social tension, Continue Reading The latest from Tim: Bubble Bubble Is the stock market in an AI-fueled bubble? Should we be preparing for a drop in stocks similar to what happened in the year 2000 when the internet-fueled stock bubble popped? These questions are being asked daily in the financial Continue Reading The latest from Tim: Crushin’ it! Crushin' it! This summer my family took a trip to Sunriver, OR to relax and swim at the pool there. In the past when we've gone, I've attempted to ride my road bike from Sunriver up to Mt. Bachelor. It's a brutal ride and I've made it all the way up once or twice. This year I took a bike for my Continue Reading The latest from Tim: 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 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 his hands full (5 kids age 8 and under!!), he's taking several weeks off so he can focus on serving 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 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's blog Useful Links Charles Schwab Morningstar Retirement Calculator 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.