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Client's Interests First

Bruce E. Porter - Founder
Bruce@SMB.financial


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


Brian G. Bradley
Brian@SMB.financial


Jeremiah D. Forrister
JF@SMB.financial

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?

50 Kaiser Permanente retirement presentations done in OR/WA

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Slide 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

Ad Newseam Ad Newseam Similar to “Ad nauseam,” the Latin term for an argument or discussion that has continued to the point of nausea, but applied to news media. We’ve heard and talked so much about COVID-19 and the election this year, we’re taking this Continue Reading The latest from Tim & Bruce: From the Ash Heap From the Ash Heap Today the half-million Oregon individuals who evacuated their homes, the thousands whose homes, farms, or businesses are in ashes, and the unbearable story of the Tofte family and the others who lost their lives are quite literally in our prayers.  He raises the poor Continue Reading The latest from Tim & Bruce: GROSS Domestic Product GROSS Domestic Product Our government has been working to avoid an outright depression with a $3+ Trillion stimulus plan, and another $1 to $3 Trillion being debated in DC.  But the downside will be very obvious on Thursday when the projected GROSS Domestic Continue Reading The latest from Tim & Bruce: It’s all fun and gains until… It's all fun and gains until... It’s all fun and gains for a handful of stocks this year, but for the rest, it’s been tough. If you’re not a “FAANG” company (Facebook, Amazon, Apple, Netflix, or Google), or a company that’s blazing a path in the Continue Reading The latest from Tim & Bruce: Get-Your-Stuff-Together Get-Your-Stuff-Together I know the shut-down is being relaxed across the country, but most of us are still spending a lot of time at home. Before you fill up your calendar, I have something to add to your quarantine to-do list; the Get-Your-Stuff-Together Continue Reading The latest from Tim & Bruce: No Tanks No Tanks What do you say if someone offers you a barrel of oil? No Tanks! I can almost hear you all groaning. Life feels a little better today than a month ago. Not because it is better, but because we seem to 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 Download our ADV Schedule a free appointment Read Tim & Bruce's blog Useful Links TD Ameritrade Morningstar Retirement Calculator Allevi-8 PDF's Privacy Policy 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.