Coordinated Lifetime Strategies


What We Do
At CLS Financial Advisors, Inc., we help clients coordinate and prioritize their financial lives with all aspects of their life goals. Our unique model presents an opportunity for our clients to engage meaningfully in their financial lives. Integrating investments across all individual retirement accounts, taxable accounts, and employee retirement accounts is crucial to the process.

Client input and involvement are critical to the financial planning process and implementation of investment decisions. After client assets are invested, we help our clients monitor their investments and provide advice related to ongoing financial and investment needs.

We are objective advisors without conflicts of interests. We follow strict fiduciary standards; we always put our clients' interests before our own.

9700 SW Capitol Highway, Suite 285 | Portland, Oregon 97219 | Phone: 503-244-8879 | Fax 503-293-4364 | email
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