Question 1

What services does the company offer?

Accepted Answer

The company offers investment management, tax, and financial planning services to help clients achieve financial security and peace of mind.

Question 2

How does the company approach client relationships?

Accepted Answer

The company promises to explain everything in simple and understandable language, and to always follow the client's wishes and decisions. The client's voice will be the loudest, and the company will only have the power that the client gives them.

Question 3

What types of financial issues can the company help with?

Accepted Answer

The company can help clients with a variety of financial issues, including when they can retire, how to manage debts, how to provide for their children's education, how to care for aging relatives, how to deal with healthcare insurance issues, how to minimize their tax burden, how to accumulate more wealth, how to achieve financial freedom and security, and how to use their money to impact the world around them.

Question 4

What is the company's background?

Accepted Answer

The company is led by Daniel Dollinger, a certified public accountant (CPA) and certified financial planner (CFP) professional.

Question 5

How can clients learn more about the company's services and pricing?

Accepted Answer

Clients can visit the company's website to learn more about the services offered and the pricing. The website also includes a blog with free financial planning education and a free financial planning e-book.

Location	Google category	Reviews	Status
187 High St SE, Salem, ORprimary	—	4.2 (5)	Claimed
28652 SW Costa Cir E, Wilsonville, OR	—	—	Claimed

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