Eldon Reese Advisory Group

What will you do with your independence?

Financial planner in Beaverton, OR (show on map)

5.0

★★★★★

4 reviews

A financial advisory firm offering financial planning, investment management, retirement plans, and business transition planning.

Call (503) 908-6397

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About

Eldon Reese Advisory Group is a registered investment advisory firm that provides financial planning, investment management, employer-sponsored retirement plans, and business transition planning services. The firm emphasizes a paradigm shift in business transition planning, focusing on exit strategy as business strategy, value through transferability, and adopting a framework.

They serve clients virtually throughout the United States, with registered advisers in Oregon, Washington, Idaho, and Utah. The firm is part of the AnsonBolinger.com network and is committed to helping clients design their path to financial independence.

Paradigm shift approach to business transition planning

Value Acceleration Strategy framework

Registered investment advisers in multiple states (OR, WA, ID, UT)

Virtual service availability across the United States

Comprehensive financial planning with online tools (RightCapital)

Tiered investment management fees based on AUM

Services

Financial Planning

Comprehensive financial planning to guide clients toward financial independence, including discovery, strategy, implementation, and monitoring phases.

Discovery and data gathering Financial analysis and recommendations Implementation assistance Ongoing monitoring and quarterly reviews Online financial planning via RightCapital

Employer-Sponsored Retirement Plans

Services to help employers design and manage retirement plans that increase employee retention, morale, and retirement preparedness.

Partnership with employers, TPA, and recordkeeper Assist employees with investment selection Educate employees on retirement benefits Financial coaching

Investment Management

Investment advisory services with a buy-and-hold strategy designed to keep clients invested through market cycles, with fee-based active management.

Do-it-yourself guidance via Schwab Investors Do-it-with-you advisory as part of Traditional Plan Do-it-for-you active management Risk management techniques Fee schedule based on assets under management

Business Transition Planning

Helps business owners prepare for and execute business transitions by focusing on value acceleration, exit strategy, and transferability.

Value Acceleration Strategy Annual Business and Personal Financial Plans Prioritized Implementation Plan Personal Financial Planning Business Improvements Risk Mitigation Exit option decision framework

Credentials & Certifications

Registered Investment Adviser - Oregon

Registered Investment Adviser - Washington

Registered Investment Adviser - Idaho

Registered Investment Adviser - Utah

CPFA® (Alisa Bolinger)

Reviews

Rating

★★★★★

Reviews

"Definitely recommend if you’re looking for honest and reliable guidance!"

Frequently Asked Questions

What is the importance of a business transition plan? +

99% of business owners agree that having a transition strategy is important for their future and the future of their business.

How many business owners have a written transition plan? +

Only 21% of business owners have a written transition plan, as 79% reported having no written transition plan.

What percentage of owner wealth is trapped in their company? +

80-90% of owner's wealth is trapped in their company.

What are the three paradigm shifts in business transition planning? +

1) Exit Strategy IS Business Strategy, 2) Value is All About Transferability, 3) Adopt a Framework.

What are the challenges business owners face with transitions? +

Challenges include owners being unprepared (uncertainty, confidentiality, not urgent, misinformed), 50% of exits being involuntary (death, disability, divorce, distress, disagreement), and not being focused on value.

What is the Value Acceleration Strategy process? +

The process has three phases: Discover (Annual Business Plan, Annual Personal Financial Plan, Prioritized Implementation Plan), Prepare (Personal Financial Planning, Business Improvements, Risk Mitigation), and Decide (Grow or Exit).

What financial planning services does Eldon Reese Advisory Group offer? +

Services include Financial Planning, Employer-Sponsored Retirement Plans, Investment Management, and Business Transition Planning.

What is the fee structure for financial planning? +

Advanced plan: $4,000 initial and $2,000 renewal. Traditional plan: $3,000 initial and $1,500 renewal. Coaching: $75/month or $750/year. Includes business review, real estate, insurance, estate planning, retirement, tax strategies, and investment review.