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Investment Management for Life Events and Goals

Serving the  Western States from my Offices in Portland Oregon and Palm Desert CA
Phone:
  • 503-794-2737 Oregon
  • 760-668-4714 California

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Please feel free to contact us with any questions.

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Ginny Brewster CFP®
Personal and Business Financial Planning

 TWO HOUR FREE

INITIAL CONSULTATION-PORTFOLIO REVIEW

 WHEN IT'S YOUR MONEY

 TRUST TAKES TIME

We Take the Time to Make a Difference in Your Financial Future


We Help You Plan for Life's Transitions
 

•Downsized or a Job Change 
Pension Plan-401k Rollovers
•Pre 59 1/2  income with no tax penalty
•Retirement and Life Income
When and how to take income
•IRA and Roth IRA Planning 
•Marriage or Divorce 
Asset title - Fair division of assets
•Children Gifting-College Plan 
529 College Plans -  UGMA Act.
•A Business of Your Own •Real Estate REIT's
•Tax Free 1035 Real Estate Exchange •Solo 401k Plans - SEP - Simple Plans

 

Achieving your goals and reaching financial security depends on successful management of your investments. I believe successful management is characterized by expertise, honesty, and a commitment of time.  

With over thirty years of experience as a financial advisor, I approach clients' individual needs with a high degree of care and professionalism.  I recognize each investors needs as being unique and deserving of personal planning and attention. I invite you to call about our services and free two hour consultation.


Schedule a Free No Obligation Initial Consultation to review your present financial situation including evaluation of your 401k.    Click here for more free information on your particular financial concerns. Portland 503-794-2737 or  Palm Desert 760-668-4714  General Questions & Investment Questions: ebrewster@cfiemail.com

PLEASE SEND AN E-MAIL WITH YOUR QUESTIONS.   I will provide a Common Sense Answer which is Understandable and Meets Your Needs and Goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck