Oregon Financial Services Group

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Preparing for that next step in life isn’t always easy. Oregon Financial Services Group has worked with and for family owned businesses for over 40 years assisting them in 1.) Developing and Protecting Wealth, 2.) Creating Estate Planning and Retirement Strategies, and 3.) Creating Exit and Succession Plans.


Finding the right solution for your needs requires us to pay special attention to the circumstances of your unique situation. We collaborate closely with allied professionals such as Certified Public Accountants, Trust professionals, Attorneys and Wealth Management Firms to create a team working for the exclusive benefit of our mutual clients. 


We find that the biggest challenge facing many family business owners is creating the proper environment to work "on" the family business rather than "in" the family business.  Succession planning, governance, interpersonal/generational communications and exit strategies most often require attention to soft issues.