Coordinated Lifetime Strategies

Legal Mentions

REGISTRATION OF FIRM: CLS Financial Advisors, Inc. is registered as an Investment Advisory Firm with the state of Oregon. Transactions will not be made with persons in states where we are not appropriately registered unless we are exempt from registration in that state. CLS Financial Advisors, Inc. is not registered as a public accounting firm and does not provide public accounting services.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is, in no way, a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

RESTRICTIONS ON USE: You may not use, distribute, modify, transmit, or post the content of the CLS Financial Services, Inc. web site for public or commercial purposes, including any text or images without CLS Financial Advisors, Inc.’s written permission. This web site and its content are owned by CLS Financial Advisors, Inc.

E-MAIL: E-mail submissions over the Internet may not be secure. Please consider this fact before emailing any information. With respect to any communications you make to CLS Financial Advisors, Inc., including but not limited to questions, comments, feedback, and the like, you (i) understand and agree that CLS Financial Advisors, Inc. reserves the right to respond or not respond, in its discretion, to any questions submitted by you; (ii) understand and agree that such content may be non-confidential; (iii) agree not to submit content that is infringing or that contains any viruses, Trojan horses, worms, or any other computer programming routines that may damage, detrimentally interfere with or otherwise adversely affect the operation of another’s computer, or surreptitiously intercept or expropriate any system, data or personal information: and (iv) grant to CLS Financial Advisors, Inc. the unrestricted and irrevocable right to use the data transmitted.

THIRD PARTY INFORMATION: Links to other web sites operated by other entities are included as a convenience to you. CLS Financial Advisors, Inc. makes no representation regarding the content or accuracy of any other web site, which you may access through this one. CLS Financial Advisors, Inc. is not responsible for the content found on other web sites, which is linked from this page. The existence of these links on CLS’s website does not imply endorsement, recommendation or sponsorship for any linked web site or the services, products or advice described on the site.

PRIVACY STATEMENT: CLS Financial Advisors, Inc. is concerned about your right to privacy. When you visit our website, the following data may be collected;

  • The type of browser used
  • Geographical region the connection is originating from
  • Date and time of the connection
  • Pages visited during the connection
  • Date and time the connection was severed

This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. If you have questions or concerns about our policy, please contact us at (503) 244-8879 during normal business hours, or by mail at:

CLS Financial Advisors, Inc.
9700 SW Capitol Hwy, Suite 285
Portland, OR 97219

9700 SW Capitol Highway, Suite 285 | Portland, Oregon 97219 | Phone: 503-244-8879 | Fax 503-293-4364 | email
Copyright 2009 - CLS Financial Advisors, Inc. All Rights Reserved | Legal Mentions