Financial Investment Team

Your comprehensive financial planning and tax team

Financial planner in Portland, OR (show on map)

5.0

★★★★★

7 reviews

A financial services firm specializing in comprehensive financial planning, wealth management, tax preparation, and insurance.

Call (503) 906-5205

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About

Financial Investment Team (FIT) is a financial services business specializing in direct asset management. They differentiate themselves by offering a truly comprehensive approach to planning, which includes providing tax preparation services to their investment clients and assisting clients with their Medicare and healthcare needs.

Their highly trained, experienced, and passionate team works diligently to achieve the highest standards. They focus on understanding client goals to provide realistic financial guidance and monitor progress, combining comprehensive planning with well-defined goals to consider the full impact of financial decisions on a client's life.

Truly comprehensive approach to planning

Offers tax preparation services to investment clients

Assists with Medicare and healthcare needs

Highly trained and experienced team

Services

Wealth Management

Comprehensive management of client assets and financial portfolios.

Retirement Planning

Planning for retirement accumulation and distribution strategies.

Life & Long Term Care Insurance

Advisory and planning services for life insurance and long-term care needs.

Education Planning

Planning services for education funding and savings.

Estate Planning

Planning for the management and distribution of an estate.

Tax Planning & Preparation

Tax preparation services and tax-efficient income planning.

Credentials & Certifications

California Insurance License

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What services does Financial Investment Team offer? +

They offer Wealth Management, Retirement Planning, Life & Long Term Care Insurance, Education Planning, Estate Planning, and Tax Planning & Preparation.

How long has Financial Investment Team been in business? +

They have been providing Tax and Wealth Management services for over 25 years.

What makes Financial Investment Team different? +

They offer a truly comprehensive approach to planning, including tax preparation services for investment clients and assistance with Medicare and healthcare needs.

Is Financial Investment Team registered? +

Yes, they are an investment advisor registered with the U.S. SEC. Securities are offered through Peak Brokerage Services, LLC, a Member of FINRA/SIPC.

Do they offer tax services? +

Yes, they offer Tax Planning & Preparation services and have a dedicated Tax Preparer on staff.

How can I refer a friend to Financial Investment Team? +

They have a Client Referral Program. You can fill out a referral form on their website with the friend's details and how you feel they can best be helped.

What is the firm's approach to financial planning? +

They take a comprehensive approach, getting to know the client's goals to provide realistic financial guidance and monitoring progress over time.

What is risk tolerance? +

Risk tolerance is the degree of variability in investment returns that an investor is willing to accept.