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To set up a complimentary initial consultation with a Somerset financial professional, call us now at 800-813-4000, or complete the questionnaire below.

After ascertaining your situation, we will begin crafting a custom plan to meet your specific needs and goals.

Also, understand that we have clients in all 50 states and in more than 20 countries. You do not need to live in Oregon to work with our office directly.

For clients outside of Oregon, we meet via the internet, by phone or email. For select clients, we may even fly to you, or fly you into our office. This has worked successfully with hundreds of clients for many years.

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Our process begins with a no-obligation, one-on-one meeting. During this meeting, we'll aim to get to know who you are and what you want out of retirement.

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