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The Allevi-8 Book is your first of an 8-step process developed over 15 years to help you get organized, create a plan, and stop worrying about money.

We encourage you to keep your book up to date and this may require additional pages. We have included these pages here as fillable PDF's that you can print off and place in your book.

If you don't yet have your own Allevi-8 Book please contact us to learn more.

Phone: 503.387.3222

Email: Info@SMBFinancialServices.com

Contact Page PDF Account Page PDF Insurance Page PDF Password Page PDF Distribution List PDF Allevi-8 Plan Sample Investment Options Real Estate Page PDF

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 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 Some of the information may be out of date.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.