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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 Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Estimating the Cost of College

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

When Life Insurance Becomes Taxable

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

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

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

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.

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.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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5 Smart Investing Strategies

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

Managing Your Lifestyle

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

5 Smart Investing Principles

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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