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Financial Planning to Help YouClick to schedule a call for your own plan!Stop Worrying About Money
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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?
50 Kaiser Permanente retirement presentations done in OR/WA
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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
SERVICES
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GROSS Domestic ProductOur 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 DomesticContinue ReadingThe latest from Tim & Bruce:
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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 theContinue ReadingThe latest from Tim & Bruce:
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Get-Your-Stuff-TogetherI 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-TogetherContinue ReadingThe latest from Tim & Bruce:
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No TanksWhat 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 toContinue ReadingThe latest from Tim & Bruce:
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Details of StimulusAs we see it there are three areas our clients should know about the $2 Trillion stimulus bill signed yesterday: Checks, Retirement Account Changes, and Small Business Relief. Below we've tried to list the details and point to some of theContinue ReadingThe latest from Tim & Bruce:
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End of the BeginningIt feels as if we haven’t had a single bit of good news since the start of this crisis. That’s not true of course. A few countries have had some success, but the negative news has significantly overwhelmed it. Higher andContinue 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.