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Financial Planning to Help You Stop Worrying About MoneyGet organized with a detailed plan and:Start Your Planshopgardensailhikefishgolfvolunteertravelwatch grandkidsrelax
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Financial Planning to Help You Stop Worrying About MoneyGet organized with a detailed plan andStart Your Planrelaxwatch grandkidstravelvolunteergolffishhikesailgardenshop
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Secret strategy01"You couldn't possibly understand"Creative compensation02Do you know what you're paying?Advisor first03Client lastMythical Results04Too good to be true?
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RETIREMENT PLANSA Benefit to Employees and EmployersINVESTMENT MANAGEMENTWhy Fees are Better than CommissionsRETIREMENT PLANNINGRetirement Income Options & ProjectionsRISK MANAGEMENTProtection from Unforeseen TragediesTAX PLANNINGStrategies to Help Reduce TaxesESTATE PLANNINGPassing Wealth to the Next Generation
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WisdomWisdom What a difference a few months make. Last fall I dropped off our toddler Lucy, at preschool, nervous she wouldn't make it through the first day without melting down. Today, she ended preschool as a young girl, brave, ready to tackleContinue ReadingThe latest from Tim & Bruce:
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7 Deadly Sins of a KAISER PERMANENTE Retirement!Come learn how to avoid mistakes and project your income in retirement using Plan A, Plan B, the TSA, Senior Advantage Medical benefit, NW Perm benefits, Social Security and/or any other investments. KaiPerm Credit Union and SMB Financial have teamedContinue ReadingThe latest from Tim & Bruce:
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Health Care ScareIt's nice to see the sun shine again, on us and especially on the accounts last month. The stock markets are now at their previous highs as fears of a sudden slowdown appear to be in the rearview mirror, but a few concernsContinue ReadingThe latest from Tim & Bruce:
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Guaranteed Income & K-1sIt’s definitely tax time now. Tax professionals are buried and we’re all holding our breath to see what our tax liability will be. Some are paying less this year but we're hearing of some highly-paid employees who are getting stuck withContinue ReadingThe latest from Tim & Bruce:
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Catch Our BreathThe snow is falling here in Portland this week and stocks are rising! Hooray! After a tough end of the year for 2018, we’re getting some relief as the stock market posted its best January since 1987. With that kindContinue ReadingThe latest from Tim & Bruce:
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On the ReboundJust a note to report some good news! Yes, I said good news. I wrote three emails/blogs in December warning everyone about how ugly the stock market was and I'm desperate to report some good news. So far in the six tradingContinue ReadingThe latest from Tim & Bruce:
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AboutSMB 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.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.