Investment Services

Step 1: What are your GOALS? NEEDS?

Example:
1. Retire at 65
2. Debt-free in 5 years
3. Buy a car every 10 years until age 70
4. Sell my business in 3 years or less
5. Establish an account for medical expenses
6. Within 12 months, establish a savings account equal to 6 months income

Step 2: Which of these goals or needs are most important? PRIORITIZE

Step 3: Inventory your financial situation

Example:
1. Estimate income before taxes
2. Estimate expenses (including taxes)
3. Total debt balance
4. Total investment/savings balance
5. Insurance
    a. Auto/ Home/ Liability
    b. Life
    c. Health
    d. Disability
    e. Long-Term Care

Step 4: Partner with a Financial Professional

Call our office, 503-842-8213, and set an appointment with our financial advisor, Steve Dutton. Steve will help you create a strategy to reach your goals and satisfy your needs. Start today!

Securities and investment advisory services offered through Cetera Advisors LLC, member FINRA, SIPC.

Hudson Insurance and Investment Services is an independent company separate from Cetera Advisors LLC.



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