Japanese Gardens, Portland, Oregon.
OCS Clients do not have to pay additional fees for financial planning. We work with you to gather information, evaluate options and formulate the plan. But, we understand that plans need adjustments as your wealth grows, tax changes take place, and as your situation evolves or one of life's little surprises comes along.
Our Certified Financial Planner will be able to draw on years of experience not only to answer your questions but also understand why you are asking the question and point out important issues that may not have been covered.
Knowing we have developed a solid plan for your future is the first step, but refining the plan is also included because your financial future is not a point in time but an ever evolving process.