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Client's Interests First

Bruce E. Porter - Founder
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Tim L. Porter CFP® - President
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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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Brian G. Bradley
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Jeremiah D. Forrister
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The SMB Team of advisors 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?

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Slide RETIREMENT PLANS A Benefit to Employees and Employers INVESTMENT MANAGEMENT Holistic Ecosystem of Portfolio Synergies 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

<strong>Waiting for Joy</strong> Waiting for Joy My son was up the other night worried about getting a shot. Like any 11-year-old kid, it’s an unpleasant experience that he’d rather not deal with. So we talked about the fear of the shot, which my wife thought was Continue Reading The latest from Tim & Bruce: <strong>Worst Time of the Year</strong> Worst Time of the Year We all know what ...the most wonderful tiiiiiime of the year… is. But what’s the worst time of year? Fall. It means to drop suddenly, to descend to a lower place, or… summer’s over. The sun’s leaving and the rain Continue Reading The latest from Tim & Bruce: <strong>High Praise</strong> High Praise You know you invested in a good company when even the local weed shop gives them high praise. So it is with one of our latest stock picks in our Growth Stock portfolio this year, Costco.  Other retailers like Target and Walmart Continue Reading The latest from Tim & Bruce: <strong>How to Endure This Pullback</strong> How to Endure This Pullback There are endless tutorial videos on a number of subjects now. I saw one recently that’s my favorite. “How to Lick a Lollipop.” If you have 1 minute and 6 seconds you must watch it, it’ll change your life. Ok, Continue Reading The latest from Tim & Bruce: <strong>Positive Predictions</strong> Positive Predictions Often times in the news, positive headlines sink to the bottom and the negative headlines float to the top. Such is the case regarding the economy and the stock market currently thanks to another high inflation report last Friday and Continue Reading The latest from Tim & Bruce: <strong>Are We There Yet?</strong> Are We There Yet? The dreaded question of my children during our road trip to Yellowstone last year. Impatient and sick of the road, they’re desperate to get out of their seat. What’s the solution? Snacks, screens, sleep… whatever it takes to keep them 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.