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Law Offices of Nay & Friedenberg

(46)

Guardianships & Conservatorships, Medicaid, Trust Administration

“We met with Sam, who with incredible pace and patience, walked us through all of the details and definitions of how a living trust works and all the things we would want to consider as we cement our final wishes.”

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Silkin Management Group

(47)

Policy
Learned
Production

“I have used Silkin Management for many years to expand my veterinary practice and to get it to “run” on its own while I enjoyed practicing and having plenty of family time.”

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CPA Service

(47)

Reviews
Knowledge
Tax Preparation

“After weeks of trying to find someone to assist with complicated taxes, his willingness to help, explain what needed to be done, and setting realistic expectations was far more than I had anticipated.”

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NW Premier - Creative Financial Solutions

(49)

Financial Consulting, Bookkeeping, Business Planning

“They have laid out expectations for us, assigned us with a lovely bookkeeper, and provided various insights on how we can leverage opportunities to grow and strengthen our bottom line.”

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Opsahl Dawson & Company Advisors

(45)

Real Estate
Team
Respect

“He tailored his services to address our unique challenges, providing clear and actionable advice that has been pivotal in our decision-making processes.”

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Bridgetown Wealth Management

(40)

Healthcare Professional
Team
Financial Advisor

“My satisfaction with the service I've received from Cole and the Bridgetown Wealth Management staff is reflected in the fact that I have referred numerous friends and family members.”

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Somerset Wealth Strategies

(50)

Questions
Annuity
Needs

“I have been a client of SWS since 2009 and have made multiple annuity purchases of various product types (variable annuities, fixed guarantee rate, fixed index) over the years.”

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Lifelong Wealth Management

(30)

Family Financial Planners, Financial Planning For Physicians, Personal Financial Advisor

“With a little patience and guidance, Jason was able to help her with the proper financial strategy and help her with setting the right habits that made her retirement comfortable.”

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True Path Capital Strategies

(50)

Understand
Financial Advisor
Confidence

“In addition, we have ongoing, periodic meetings to discuss portfolio performance, and, potential changes that might be made to best position for what might emerge in the future.”

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Appel CPA

(5)

Tax

“Also, the Appel team does a great job of quickly analyzing your specific situation and making recommendations for both short term tax strategies and long term estate planning.”

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CLT Accounting & Taxes

Quickanswers, Estate Planning, Payroll

“Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a prev...”

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Tax Services

(4)

Buy Quickbooks and Save, Small Business Accounting, New Business Formation

“We have been a customer for roughly 10 years and these folks are always professional.”

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Aaron Traxton, CPA

(5)

Number

“We have had him for a number of years and he has not only been exceptional to work with but also has saved us a great deal of money from his attention to detail and his vast knowledge in his field.”

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Geffen Mesher & Co

(4)

Estate Planning, Advisory Services, Forensic & Integrity Services

“I am proud to be one of their business clients, and have been consistently impressed with the service they provide.”

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Pure Portfolios

(28)

Blog
Retired
Management

“I have been with Pure Portfolios for almost two years and have enjoyed how simple and easy it is to work with them; even my parents switched over to them as well.”

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Advanced Wealth Management

(2)

“They will evaluate any ideas we send them as investment opportunities and then either call or email with their analysis about how it might or might not fit into our long-term strategy, with suggestions about what should be sold to fund the new opport...”

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Isler Northwest

(10)

Business Advisory, Other Value-Added Services, Estate Planning

“My company is not some faceless invoice to Isler; their thoughtful care of our accounting needs has made me understand an excellent accountant is a valuable trusted partner.”

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Indigo Wealth Management

(21)

Investments, Financial Planning

“From the excellent customer service to Mikes extensive knowledge in financial advising, I would not only recommend investing with Indigo I personally will never go anywhere else!”

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Ponderosa Investment Group Ll:c

(1)

“A great independent-run Investment management business who cares about your needs and have your best interests in mind.”

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Aldrich Cpas + Advisors

(3)

Outsourced Accounting Services, Private Wealth Tax, Transaction Advisory Services

“We feel so fortunate to be working with Mike, and we plan to continue this relationship for the lifetime of our company (and for our personal taxes/finances as well)!”

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Interactive Wealth Advisors

(7)

Team

“He spent twice the time with me, listening to the complexities of our financial situation and gave me clear instructions (no charge) regarding how to set things up over the next year.”

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PDX Money Coaching

(18)

Habits
Expenses
Future

“Emily helped us not only organize with an amazing app called YNAB, but also helped us to map out our future financial plans so that we could start really saving our money for the things we wanted.”

Featured

Afford' is kind of a bad word in the personal finance community, simply because there is no clear meaning- Unless, perhaps, you are literally only paying for food and shelter, and have zero cash. Then you can't afford to travel, for example. However, for anyone with any amount of discretionary income, we make tons of choices every day. We choose to prioritize our kids, our home repair, gifts, travel, etc. It is entirely up to us how we allocate our income that goes beyond keeping a modest roof over our heads, and simple healthy food in our bellies. Some people save half their income and retire in ten years. Others choose to prioritize other things now, and don't mind working longer. There is no shame in however you choose to use your money, though there is great benefit in acknowledging how much of it is indeed a choice. If you'd like some radical money inspiration, I highly recommend Mr Money Mustache and the Mad Fientist for those of you curious about the whole, 'who saves half their income!?' comment.

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Finity Group

(13)

Wealth Management, Contract Review, Stock Options

“He's been wonderful to work with - he listens, looks at whole picture, is transparent, works with me, helps with education, is willing to jump on meetings and very is responsive.”

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Equity Advantage

(12)

Exchange
1031
Questions

“It's a rare and unique opportunity to learn the secrets of private equity investing from one of the most experienced/knowledgable and reputable accommodators in the U.”

FAQs

Is it possible to exchange out of one property and into multiple properties?

It does not matter how many properties you are exchanging in or out of (1 property into 5, or 3 properties into 2) as long as you go across or up in value, equity and mortgage. The only concern with exchanging into more than three properties is working within the time and identification restraints of section 1031.

Can I make an offer on a property and sign a contract before my relinquished property is sold?

If you are in a situation where you locate a property you would like to acquire before you have a buyer for the property you own, it is okay to make an offer prior to the closing of your relinquished property. Many Exchangors in this situation make the purchase contingent on whether the property they currently own sells. As long as the closing on the replacement property is after the closing of the relinquished property (which could be as little as a few minutes), the exchange works and is considered a delayed exchange.

Are you secured/insured?

While the exchange industry as a whole is not regulated, we take great pride in making sure each one of our clients feels comfortable and safe during their exchange. We are backed by a fidelity bond, which insures up to $1,000,000 for each occurrence. Additionally, Equity Advantage maintains an Errors and Omissions policy to insure our work; this policy covers up to $1,000,000 per claim. Copies of these policies are available upon request. Please note; the best and safest way to protect your funds is to request a Qualified Escrow Account, which isolates funds from the Exchangor and/or the Exchange Company. Dual signatures are required.

Can I do a cash-out refinance prior to an exchange in order to pay off other loans?

The whole point of the 1031 Exchange is moving investment money forward to invest in more property. Pulling money out tax free prior to the exchange would contradict this point. For this reason, you cannot refinance a property in anticipation of an exchange. If you do, the IRS may choose to challenge it.

What are the guidelines with a related party transaction?

A related party transaction is allowed by the IRS, but significantly restricted and scrutinized. The purpose for the restrictions is to prevent Basis Shifting among related parties. Using a third party to circumvent the rules is considered to be a Step Transaction and is disallowed. If your transaction is audited, the IRS will look at the chain of ownership for the property.

Other questions that you might have are answered on the FAQ page of our website.

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Average Cost	$3134
Minimum cost	$1045
Maximum cost	$8879
Avg Per Hour Rates	$314

Best Financial Advisors in Aloha, OR

The highest-rated Financial Planning & Wealth Management companies out of 146 vetted & reviewed in the Aloha area.

Law Offices of Nay & Friedenberg

Silkin Management Group

CPA Service

NW Premier - Creative Financial Solutions

Opsahl Dawson & Company Advisors

Bridgetown Wealth Management

Somerset Wealth Strategies

Lifelong Wealth Management

True Path Capital Strategies

Appel CPA

CLT Accounting & Taxes

Tax Services

Aaron Traxton, CPA

Geffen Mesher & Co

Pure Portfolios

Advanced Wealth Management

Isler Northwest

Indigo Wealth Management

Ponderosa Investment Group Ll:c

Aldrich Cpas + Advisors

Interactive Wealth Advisors

PDX Money Coaching

Finity Group

Equity Advantage

Retirement Planning and Investment Management Services in Aloha, OR Cost Estimates

Why these companies made our list

Wealth Management Advisors near Aloha

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