Financial planner Brett Palmquist – Raymond James 5860 NE Cornell Rd, Hillsboro, OR 97124

Brett Palmquist at Raymond James offers expert financial planning services tailored to help individuals and families achieve their financial goals. Located at 5860 NE Cornell Rd in Hillsboro, OR, Brett specializes in providing personalized financial strategies, investment management, and comprehensive planning. Whether you're looking to save for retirement, manage your investments, or plan for your children's education, Brett can guide you through the complexities of financial decision-making. To learn more about how Brett can assist you, feel free to call (503) 469-7718 or visit his website.

Services Offered

  • Investment Management: Tailored investment strategies to meet your risk tolerance and financial objectives.
  • Retirement Planning: Strategies to help you achieve a comfortable retirement.
  • Education Planning: Guidance on saving for your children's future education expenses.
  • Comprehensive Financial Planning: Overall strategies that encompass budgeting, saving, and investing.

How Engagements Work

When you engage with Brett Palmquist, you can expect a thorough consultation where your financial goals and current situation are assessed. He will work with you to create a customized financial plan that aligns with your objectives. To make the most out of your first meeting, consider bringing relevant financial documents, such as income statements, investment account statements, and any existing financial plans.

What to Expect at a Consultation

During your initial consultation, Brett will discuss your financial goals, review your current financial situation, and outline potential strategies to help you reach those goals. This meeting is an opportunity for you to ask questions and understand how Brett can assist you in your financial journey.

Frequently Asked Questions

  • What services do you offer? I offer investment management, retirement planning, education planning, and comprehensive financial planning.
  • How can I prepare for my first meeting? Bring relevant financial documents such as income statements and investment account information.
  • What types of clients do you typically work with? I work with individuals and families looking for personalized financial advice.
  • Do you charge for the initial consultation? The initial consultation may be complimentary, but please confirm during scheduling.
  • How frequently will we meet to review my financial plan? We typically schedule reviews annually, but we can adjust the frequency based on your needs.
  • What is your investment philosophy? I believe in a diversified investment approach tailored to each client's goals and risk tolerance.
  • Can you help with tax planning? Yes, I can provide insights and strategies for tax-efficient investing.
  • Are you a fiduciary? Yes, I adhere to fiduciary standards, putting my clients' interests first.

Informational only — not legal, financial, or insurance advice.

 

Financial planner Brett Palmquist – Raymond James
5860 NE Cornell Rd, Hillsboro, OR 97124
(503) 469-7718
https://www.raymondjames.com/bpalmquist

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