Lettin Wealth Management Group, Inc.

An investment philosophy that relies on decades of research, focusing on what drives investment returns. It is based on five principles: belief in capital markets, risk and reward are related, diversification reduces risk, asset allocation determines performance, and maintaining discipline.

Studies show less than 10% of active investment managers consistently outperform the market, and when fees are taken into account, that figure falls to less than 1%. Markets reward investors for providing capital, and trying to time or outwit the market often leads to lower returns.

A financial planner helps define your goals, position, and ideal future through a multi-step process. This includes understanding what is important to you about family, health, lifestyle, career, investments, financial protection, retirement, estate planning, and community.

Less speculation, more wealth. The firm believes in the free enterprise system, keeps client interests as the priority, uses evidence-based investing, structure, diversification, low costs, and tax-conscious strategies. It does not push products, use dynamic asset allocation, or chase trends.

Athletes, entertainers, business owners with multi-generational needs, successful entrepreneurs, executives, and institutions, as well as individuals at all stages of life.

Lettin Wealth focuses on tax-conscious strategies, including developing a Tax Management Map, performing Roth conversions, and optimizing Social Security claiming strategies for tax-efficient retirement.

A six-step financial journey process that asks: What's important to you? Where are you now? What's getting in your way? How can you improve your future? How much better could your future look? Are you on track?

17685 SW 65th, Suite 500, Lake Oswego, OR 97035.