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CARES Act Makes Important Qualified Plan Changes

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Contact Us

Phone: 503-595-1333
(Domestic & Canada) 800-813-4000
(International) 503-595-1333
Fax: 503-595-3014

Our Location

4600 S. Kelly Avenue
Portland, OR 97239
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities offered through Somerset Securities, Inc., member FINRA / SIPC. A broker-dealer may only conduct business in states in which they are registered. Somerset Securities, Inc., is registered as a broker-dealer in 48 states.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Privacy Policy

At Somerset Wealth Strategies, we take privacy seriously and are committed to protecting the personal information of our users. This Privacy Policy outlines how we collect, use, and share opt-in information collected through our website.

Collection of Opt-In Information

We collect opt-in information from users through various forms on our website, including email subscriptions, contact forms, and event registration forms. This information may include, but is not limited to, names, email addresses, and phone numbers. We only collect opt-in information that is necessary for the purpose it was provided for.

Use of Opt-In Information

The opt-in information collected through our website is used to provide our users with the services they requested, such as email newsletters, event updates, and customer support. We may also use this information to personalize the user experience on our website and to improve our products and services.

Sharing of Opt-In Information

We do not sell, rent, or otherwise share opt-in information with third parties, unless we have the user's explicit consent or are required to do so by law.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Security

We take appropriate technical and organizational measures to secure the opt-in information collected through our website from unauthorized access, use, disclosure, or destruction.

Changes to This Privacy Policy

We may modify this Privacy Policy from time to time to reflect changes in our privacy practices. If we make any changes, we will update this Privacy Policy and post the revised version on our website.

Contact Information

If you have any questions or concerns about our privacy practices or this Privacy Policy, please contact us at 503-595-1333.

Terms of Service

"These terms and conditions govern the use of SMS services provided by Somerset Wealth Strategies. By subscribing to the service, you agree to be bound by these terms and conditions.

-To subscribe to the SMS service, the User must opt-in by providing their mobile number to Somerset Wealth Strategies.

-The User acknowledges that message and data rates may apply. Somerset Wealth Strategies is not responsible for any charges incurred by the User.

-The User acknowledges that they may receive up to 1-2 messages per week.

-The User may opt-out of the SMS service at any time by replying "STOP" to any Message received.

-Somerset Wealth Strategies will promptly stop sending Messages to the User upon receipt of the opt-out request.

Disclaimer of Liability

Somerset Wealth Strategies will not be liable for any loss, damage or inconvenience caused by the use of the SMS service.

The User assumes all risks and responsibility for the use of the SMS service.

By subscribing to the SMS service provided by [Somerset Wealth Strategies/Annuity FYI], the User agrees to be bound by these terms and conditions. If the User does not agree to these terms and conditions, they should not subscribe to the SMS service."

Privacy Policy | Terms of Use

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