Your finances can work for you. At Oracle, we take the time to understand what you're working toward, then recommend a holistic financial plan to get you to where you want to be. Your future is right around the corner - let's make sure you can reach your goals. An integrated financial plan starts with you at the centre of it and asks how to get you to where you want to go.
Talk to an Advisor today for free, objective advice. With strategic tax planning, more of your hard-earned money stays where it belongs - in your pocket. Give yourself the peace of mind of knowing what will happen after you're gone. Estate planning ensures everything is taken care of in the way you want.
Talk to an Advisor today for free, objective advice. With strategic tax planning, more of your hard-earned money stays where it belongs - in your pocket. Give yourself the peace of mind of knowing what will happen after you're gone. Estate planning ensures everything is taken care of in the way you want.
Services
Everyone on the Oracle team shares the same goal: To best serve the people of the Pacific Northwest. Meet them here. Services to help you reach your goals, plan for the future, and make your money work for you. Holistic wealth management solutions treat your finances as part of a bigger picture. At Oracle, we provide the financial insight our clients need to achieve those big-picture goals.
After 20 years in the Pacific Northwest, these services have been customized to our community's needs. Talk to us about how we can help you today. Your goals and dreams are within reach. Our Advisors will help create a plan to achieve them - see what we can do for your finances. Tax efficient strategies and estate planning ensure your money stays where it belongs - with you and yours.
Understanding your finances and investments gives you confidence in your future. Our Advisors are skilled in both financial and investment planning, and provide an honest fiduciary benefit to clients like yourself. After sitting down with us, you'll receive a clear, understandable report generated from our robust planning software.
The more you have, the more taxes you have to pay. With smart tax planning, you can keep your money where it belongs - in your pocket - and, when it's time, leave what you planned to your loved ones. At Oracle, we consider the tax implications of every element of your integrated wealth plan. Then, we recommend strategies designed to minimize the tax burden on your income, investments, and your estate after you've gone.
Insurance is more than just a safety net. From basic life protection and tax-sheltered investing to more advanced strategies, we can help you understand each insurance alternative and its potential benefits. With insurance planning as part of your wealth management strategy, you can manage risk at every stage of your personal and professional life to help strengthen and safeguard your family's financial security.
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