Overview
We specialize in providing Retirement Plans, Insurance, and Consulting Services aimed at safeguarding families, business owners, and their employees. Our comprehensive range of services includes: Retirement Plan Services Life Insurance and Annuities Portfolio Management Services Business Succession Planning To cater to diverse client needs, we are registered with multiple securities firms. For retirement plans and other investment-related advisory services, we are affiliated with NAMCOA®, a federally Registered Investment Advisory Firm. As advisors under this firm, we adhere to a fiduciary standard of care, prioritizing our client's best interests when recommending or advising on services or investment products. In addition to our advisory role, Paul McIntyre holds an insurance agent license in Oregon, with First Oregon LLC serving as his insurance agency. Furthermore, he is registered with MSC-BD, LLC, a FINRA Member broker-dealer that specializes in providing merger and acquisition investment banking services.
