Mission:

To foster healthy communities through education, homeownership and investment.

Education:

Help people make informed decisions that start with their goals. Education can vary from a market analysis to teaching classes on managing your money. We are here to give our community the tools to make the right choice.

Homeownership:

Homeownership is the foundation of a strong community and a spring board for many toward retirement. If the time is right for you, it can be very fun and rewarding.

Investment: 

We believe in the triple bottom line. Investing is more than a numbers game. Investing is about delaying gratification now for a future benefit whether that is to save for you retirement, pay for college or to improve your community. Tell us what your goal is and we will show you how to get there.

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We love to talk, share, and be friendly. Connect with us on your favorite social media.

4415 NE Sandy Blvd Ste 201 | Portland, Oregon 97213 | 971-258-0092

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