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