Illuminate Financial Group

OUR MISSION

To light the way to our clients’ financial success.

FOCUSED ON YOU

Our clients are the reason we come to work every day. We understand the trust and confidence you have placed in us, and we strive to reaffirm that with everything we do. We take great pride in listening to every client’s dreams, goals, concerns, and life story to help create a customized financial plan that aligns with their values and vision for the future.

WHY ILLUMINATE?

FINANCIAL CLARITY

Our goal is to help you reach yours. Finances can create feelings of anxiousness, worry, and uncertainty. After going through the Illumination Process, our clients have a more clear understanding of where they are, where they want to go, and the path to get there. This clarity creates confidence in your finances.

EDUCATION

Education is the foundation of our collaborative work with our clients. We believe knowledge leads to understanding, and understanding leads to informed decisions. You don’t need to be an expert in finances to be financially successful. Through education, our clients have the peace of mind to know the what, the why, and the how of their financial lives.

ACCESSIBILITY / INCLUSIVITY

Financial concepts can be complex, intimidating, and ambiguous (try reading the tax code). Most of us didn’t have financial literacy taught in formal education and therefore may lack the vocabulary to discuss these topics with confidence. Our approach is to distill concepts into easily digestible, bite-sized pieces to create knowledge, peace of mind, and transparency.

FAMILY

We are a family-first firm. We honor our families by having a balanced work life. We love working hard for our clients, but we also love coaching our kids in soccer, enjoying good food and wine with our loved ones, and going on long hikes with friends. We treat both our team members and clients like family.

COMMUNITY

Supporting the community where we live and work is part of our core values. We accomplish this in three ways. The first is through direct support as a business by hosting client volunteer events and offering financial support. The second is as individuals with our time, financial resources, and compassion. The third is through helping our clients improve their financial well-being, which allows them the opportunity to support their community.

MEET THE TEAM

THE ILLUMINATION PROCESS

The Illumination Process was created to provide clients with an understanding of how we take the complex task of building a financial plan and break it down into definable parts. The method makes it clear to clients how we identify their goals and provide a clear path designed to achieve their goals. Through feedback from clients, we have learned that each step is critical to ensure consistent results.

Listen Define Educate

Implement Maintain

Listen

Define

Educate

Implement

Maintain

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OREGON PERS RESOURCE

Our financial planning roots started by working with educators over 20 years ago. Since that time, the Oregon PERS system has made several dramatic changes. Our clients have learned they can rely on us to help understand when changes impact their benefits and provide ways to potentially maximize their benefits from this complex system. Whether you are starting your career, mid-career, or nearing retirement, we can help you develop a financial strategy and retirement plan that incorporates Oregon PERS benefits accurately.

Information provided is for general informational purposes only and is not approved or endorsed by the Oregon Public Employees Retirement System (PERS). Equitable Advisors, its affiliates and financial professionals are not affiliated or associated with Oregon PERS.

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