Our Typical Clients

How We Work

Our clients are typically those seeking a trusted advisor who can help manage their wealth and provide advice on important financial decisions they face throughout their lives. We specialize in helping busy professionals and families, small businesses, and those contemplating retirement, or are already retired. We also have a unique expertise on the Oregon PERS system¹, and how those benefits not only impact but can coordinate with other areas of their financial plan.

In general, our clients come to us for a higher level of wealth management or a more comprehensive approach to their existing planning, including:

A proactive and holistic planning approach that looks at their entire financial picture on a cross-disciplinary basis, not just from an investment perspective.
A long-term, trusted relationship with an independent planning firm built on transparency, top-tier service, and fiduciary standards².
An investment strategy that is rooted in academic and empirical driven research and implements strategies designed for long-term success such as asset allocation, income diversification, risk reduction, tax-efficiency, active rebalancing, and risk/return analysis.

In an effort to deliver optimal service, we do only take on a limited number of clients annually with minimum investable asset requirements and other qualitative factors.

Fiduciary Standards

As a fiduciary, we are held to the highest standards in the investment world and will always put our clients interests first. Where possible, we employ fee-based planning and investment platforms when implementing our clients’ financial plans. ²

Sustainable Investing

If you have environmental, social, or other considerations for your portfolio, we can integrate those objectives to help guide our asset allocation decisions. We partner with many leading institutional investment firms to help meet these standards without compromising asset allocation or financial return goals.

¹ Neither the associates of Retirement Planning Group nor Lincoln Financial Advisors Corp are affiliated with the Oregon PERS program or any state or government agency.

² To the extent that our Financial Advisors provide you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, the Financial Advisors are acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.

One of our primary goals is to develop a long-term, trusting relationship with you.

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