Our local service team of experienced financial planners in Portland is available to assist you with a variety of services designed to help you plan for your financial future. Our comprehensive services include enrollment meetings that highlight the benefits of the Plan, educational meetings and seminars, and individual one-on-one meetings where we can address your specific situation and develop a plan to outline your financial needs and objectives.

Our investment, financial and retirement planning seminars cover a variety of topics such as:

  • Asset Allocation and Diversification
  • College Funding
  • Credit and Debt Management
  • Financial Focus for Women
  • Mutual Fund Investing
  • Reacting to a Changing Stock Market
  • Retirement Income
  • Year-End Tax Strategies

Our personal financial planning services include:

  • A Financial Profile Retirement Planning Module provided to City employees at no cost;
  • Asset allocation snapshot of all assets using Morningstar® Advisor Workstation provided at no cost;
  • PERS counseling at no cost.

For more information on seminars and financial planning services, please contact your local service team.