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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

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Paying Off a Credit Card

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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5 Smart Investing Strategies

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

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.

Investment Strategies for Retirement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

When Markets React

When markets shift, experienced investors stick to their strategy.

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.

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