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We care about our clients
and consider them part of our extended family.

Who We Are

Northwest Financial Group, LLC is an independent wealth management firm in the Willamette Valley serving clients through holistic financial planning, disciplined asset management strategies and proactive personal service.  We focus on:

  • Financial & Retirement Planning
  • Retirement Asset Distribution Strategies
  • Asset Management
  • Risk Management

      o  Life Insurance

      o  Individual, Family & Group Health Insurance

      o  Medicare Supplements

      o  Disability & Long Term Care Insurance

      o  Employee Benefits

  •  Wealth Management & Estate Planning

WE SERVE . . .

  • Individuals & Families
  • Businesses
  • Professionals
  • Foundations & Non-Profit Organizations

SERVICES PROVIDED . . .

  • Traditional & Fee Based Financial Planning
  • Written Investment Policy Statement
  • Cash Flow Management
  • Asset Allocation Advise
  • Asset Management
  • Fund and Manager Reviews
  • Quarterly, Year to Date, Inception Performance Reports
  • Annual Review Meetings & As Needed
  • Detailed Tax Reporting

We are a full service Wealth Management Firm that assists you so you'll get the most from your life by spending your time engaged in the activities you enjoy and surrounding yourself with the people you love.