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Preisz Financial - Portland, OR

Phone (503) 224-1600

4525 SW Condor Avenue
Portland, OR 97239

 
Your Future... Our Passion PREISZ

Group Retirement Plans

We offer a robust suite of high touch plan sponsor and plan participant services at Preisz Financial, designed to help you and your employees pursue a financially secure retirement.

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Planning

From personal financial planning through Social Security, estate, business and succession planning, our strategies are customized to your circumstances and concerns.

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Investment Management

With a clear understanding of your unique financial situation and comfort with risk, our advisors design and manage personalized investment portfolios to support your goals.

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Insurance Services

Health, life, disability, and long term care insurance are critical parts of a financial strategy for individuals and businesses, offering protection for you, your loved ones, and your employees.

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Helpful Content

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

 

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Rightsizing for Retirement

What does your home really cost?

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

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