Building Long-Term Wealth

Achieving financial independence requires long- and short-term discipline, and maintaining it requires careful planning. At Fluence, we design properly structured financial plans to help you face financial challenges at each stage of your life.

Focused on your successmanagers

Through the financial planning process, we will help to assess your financial needs and develop strategies to enable you to achieve your goals, strengthen your financial security and minimize your income tax liability.

Giving you what you need

Whether you are just developing an investment policy or need comprehensive financial planning services. Fluence will guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance and risk assessment, and more. We strive to help each client reach financial goals and maintain long-term financial independence.

Fill out our contact form or call us at 503-245-0766 to discuss your financial planning goals.