Question 1

What services does Financial Investment Team (FIT) provide?

Accepted Answer

Financial Investment Team (FIT) is a financial services business specializing in direct asset management. They offer a comprehensive approach to planning, including tax preparation services and assistance with Medicare and healthcare needs.

Question 2

How does FIT stand out from other financial firms?

Accepted Answer

One of the key ways FIT sets itself apart is by offering a truly comprehensive approach to planning. They work to fully understand their clients' goals and provide realistic financial guidance to help them accomplish those goals, while monitoring their progress.

Question 3

What is the background of FIT's team?

Accepted Answer

FIT's highly trained, experienced, and passionate team works diligently to achieve the highest standards, as the changing demands of the economic environment call for. They believe this is the only way to provide the service their clients deserve.

Question 4

How does FIT approach financial planning for its clients?

Accepted Answer

FIT's approach to financial planning combines their comprehensive services with well-defined goals for each client. This allows them to fully consider the impact financial decisions can have on their clients' lives and be there to help navigate those decisions every step of the way.

Question 5

How does FIT assess a client's risk tolerance?

Accepted Answer

FIT helps clients complete a risk analysis to determine the degree of variability in investment returns that the investor is willing to accept. This allows them to tailor their recommendations and guidance to each client's specific risk tolerance.

Location	Google category	Reviews	Status
650 NE Holladay St Ste 1600 room 1, Portland, ORprimary	—	—	Claimed
15350 SW Sequoia Pkwy #150, Portland, OR	—	5.0 (7)	Claimed

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