How We’re Different
FIDUCIARY
We adhere to the fiduciary standard which means our advisors will always act in the best interest of our clients. To uphold this commitment, we require all our advisors to earn the CERTIFIED FINANCIAL PLANNER® designation providing informed and transparent advice to our clients.
EXTENSIVE SERVICES
Financial Plan
We truly believe in comprehensive planning to provide balance and strength to your financial life. This is why we offer a full financial plan to every managed client at no additional cost. The clearer the picture the better you will feel about your ability to handle whatever life throws at you.
Tax Preparation
Many financial services firms offer tax planning but very few offer tax preparation as well. Offering this service is beneficial because it allows us to make better investment decisions but also simplifies the process for our clients.
INVOLVEMENT
Education
We believe clients make better decisions when they understand the fundamentals behind the recommendations we make. At FIT, we offer many educational events to provide our clients with the resources to improve their financial knowledge. Our clients are encouraged to contact us with any question or concern, no matter how small it seems.
Multi-generational
We offer many fun events for our clients and their families to enjoy. We work with many multi-generational families and think a family focused approach is the best way to grow with our clients.
Charitable
At FIT, we take pride in being socially responsible not only by investing in other socially responsible companies but also by giving back to our community. We’ve adopted a road, we serve meals to the families at the Ronald McDonald House, we sponsor scholarships at Portland State University, and much more. We’re always looking for new ways to help out.
Get personalized financial planning
Chart your course to financial security. Let’s discuss your financial goals.