Greg Schmidt, CEBS - Financial Advisor

Welcome to my website!  We feel clients choose to work with me because of my focus on keeping their best interests in mind regardless of the size of their portfolio. I believe recommendations and solutions are borne out of listening well and taking the necessary time to get to know and understand the client's goals and desired pace for moving forward.

Business clients confront challenges that are different from the Individual Client. These issues can be multifaceted requiring creative solutions. Issues could involve a Business Owner recognizing the Business as their Retirement but without a succession plan!

How to Protect your Business when a Key Employee(s) are hired away by a Competitor or is the Buy Sell Agreement drafted years ago relevant to the current valuation of the business or changes impacting parties within your agreement. We can help you with these and other issues that may be on your mind.

Whether you have Individual Financial Planning or Business Risk Protection needs, I would welcome the opportunity to be a resource to you.  Please call me at 503-620-6276 to schedule an appointment!

Let's Connect!