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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

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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 "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 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

No Prob with Schwab No Prob with Schwab After three years of waiting and wondering about the transition from TD Ameritrade to Charles Schwab, the merger is complete, and it appeared to be No Prob. No websites crashed, no dramatic mix-ups or missing accounts, and no interruption of our Continue Reading The latest from Tim & Bruce: <strong>Peaking</strong> Peaking Fourteen years ago I was dating a girl and a friend told me, “Tim, you’re peaking. Your search for a wife is over. You should put a ring on her finger before she gets away.” He was right. It was great advice, Continue Reading The latest from Tim & Bruce: <strong>The Little Economy That Couldn’t</strong> The Little Economy That Couldn’t Thanks to Tony Robbins we all know about the power of positive thinking, but before Tony, came Watty Piper. It’s thanks to Watty 100 years ago and his Little Engine That Could that we often think optimism and positivity is Continue Reading The latest from Tim & Bruce: <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:

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 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.