Committed to Helping Our Clients Succeed
Smart Planning For Financial Independence
- Our Location
offices in Oregon & Arizona
- Free Consultation
503-714-9531
About SpringSource
We are a fee-Based Fiduciary Wealth Advisory Team Built to Improve Client Lives Through Smart Financial Planning
Established in 2020, and built around 50 years of combined team experience, SpringSource Wealth Advisors is dedicated to helping clients realize the core value of their finances: living an abundant life.
Helping You Get To Your Goals
For individuals at every stage of life, we are here to help you plan for the future by clarifying what you have and what you need. Working together to create a tailored, goals-based plan for your unique circumstances and lifestyle, we help you make smart decisions that will help you ensure what you have and what you need remain aligned throughout your life.
Our team focuses on providing a personalized client experience that builds confidence into every step of our relationship with you.
Built for long-term relationships
Our values
Trust
We value the trust clients put in us and work hard to earn it by offering thoughtful, results-driven approaches built for every stage of life.
Clarity
We simplify client experiences and help our clients piece together a fuller picture of their financial future to let them focus on living an abundant life.
Care
We provide the type of personalized and informative client service that helps our clients feel secure in their financial lives.
Passion
We remain passionate about the expertise we provide, the relationships we create, and the legacies we help build.
Our Services
Financial Planning
Helping you see your full financial picture and make smart decisions that will help you align what you have and what you need.
Retirement Planning
Providing clarity and strategies that will put you on the right path for your vision of retirement.
Investment Planning
Helping you define your risk tolerance and find the right investment strategies to fit your needs.
Estate Planning
Working to help you create a legacy with strategies for building and securing your estate.
Tax Planning
Helping you ensure compliance while making strategic financial decisions.
Risk Management
Giving you the information you need to help prepare for future needs and risks.
Our Approach
- During our first meetings we will get to know you, and what is important for your plan. We will review our process and begin to gather important data to your plan.
- We will coordinate with you to identify and prioritize your goals helping to build structure and consolidate your financial picture.
- Once your information is compiled, we will review the scope of our engagement and review the steps needed to move forward with the planning process.
- Our team gathers any additional data determined during the initial stage of our engagement and bringing those elements into your plan.
- We will complete a thorough review of your current course and determine if any changes are required to achieve your goals.
- We will develop recommendations needed to achieve your goals and provide clear action steps to help you move forward.
- We will review these recommended actions with you and reassess any changes to your prioritized goals.
- We will collaborate with you and bring in the added support of any complementary professionals needed (e.g., tax or estate professionals) to act on your plan at the pace you set.
- Our team will work to provide structure and simplicity while retaining forward momentum towards reaching what is important to you.
- We will continue to review your plan at regular intervals determined by the scope and complexity of your plan.
- As changes in your life happen, we will work with you to make needed adjustments and redefine next steps towards moving your plan forward.
- Full financial planning based on your goals and needs
- Quarterly meetings for Year 1, with an ongoing schedule based on the complexity of your accounts to follow
- Access to the market updates, timely insights, webinars and other events designed to keep you informed
Frequently Asked Questions
A financial planner works with you to understand what matters most to you and helps you set realistic financial goals at every stage of your life.
A fiduciary is an advisor with the duty to act in your best interest when managing your assets. At SpringSource, we recommend only the strategies that best meet your needs. We collaborate with you to develop personalized solutions tailored to your unique needs.
As fee-based advisors, we provide honest, objective advice in your best interest. With us, transparency is key. By providing consistent guidance our clients can trust, we build strong, long-lasting relationships.
We know that choosing a financial planner is one of the most important decisions you can make in your financial life, so we make it our mission to build a strong, long-lasting and trusted relationship with each of our clients.