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  • SMB Financial Services
    We Serve, You Succeed.
    Wealth Management & Retirement Plans
  • SMB Financial Services
    Financial Planning & Investment Management
    8 Advisors & $100 Million in Assets Under Management
  • SMB Financial Services
    Retirement Plans for Businesses
    IRA, SEP, SIMPLE, 401k & Defined Benefit Plans
  • Committed to Putting
    Client's Interests First

    Bruce E. Porter - Founder
    Bruce@smbfinancialservices.com


    Tim L. Porter CFP® - President
    Tim@smbfinancialservices.com


    Jeraldine M. Benton
    Jeri@smbfinancialservices.com


    James W. Flad, CPA
    Jim@smbfinancialservices.com


    Rian J. Flad
    Rian@smbfinancialservices.com


    Thomas E. Peekema, CFA, CFP®
    Tom@smbfinancialservices.com


    Brian G. Bradley
    Brian@SMB.financial


    Jeremiah D. Forrister
    JF@smbfinancialservices.com

    SMB advisors
Advisors
  • 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?
  • 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
  • Let us help you plan for, and live in Retirement
    Schedule a free consultation to find out
    if we might be a good fit to help you along your journey.
    Schedule an appointment
  • About
    SMB Financial Services Inc. is a registered investment advisor in the states of Oregon and Washington, and doing business in all 50 states.
    Things to do
    Contact one of our advisors Download our ADV Schedule a free appointment
    Useful Links
    TD Ameritrade Retirement Income Advisors Morningstar
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