Welcome to Amerisal Financial!
Amerisal Financial is located in Portland, Oregon and offers the following services to individuals and small business clients with multiple Five Star Professional Award Winner:
Tailored Investment Portfolio
Personal Financial Consulting
Financial Planning During Divorce
Life Transition Planning
DON’T WORRY ABOUT YOUR FUTURE, PLAN FOR IT!
- Amerisal Financial strives to empower clients to take control, plan and manage their finances with Portland’s highest rated financial advisor
- We assist clients to develop a secure vision of their future and implement a strategic plan
- Creating and managing a tailored investment portfolios, including: IRA, Simple IRA, Roth IRA, and business retirement plans to meet clients’ needs and financial goals
- Assisting clients with Long-Term Care, Variable Annuities, and Life Insurance to compliment each individual’s circumstances
- Helping clients align their goals and values to accommodate major financial life event transitions.
Simplify your life, protect your dreams, pursue your goals!
Amerisal Financial provides financial coaching during life transitions such as: retirement, divorce, career change, loss of a loved one, and other life transition events.
Analyze the big picture to understand clients present financial situation
Knowledge & Tracking:
Establish a budget with a timetable. Do you need to reduce your budget to meet goals?
Scrutinize the type of debt and amounts carried, along with the interest rate charged for each in order to prioritize debt payment
Understanding Goals and Values:
Are your investments in line with your needs? Are your priorities, goals, and timing realistic?
Coaching and a financial advisor on your side will give you peace of mind to stay on track for the future.
Understand the parts of the financial equation so you are empowered to take control of your finances.
Golden Rules for financial security:
Eliminate Debt – Control Spending – Insure Assets
Increase Savings – Secure Retirement
Lucia was featured in the May issue of Portland Monthly, named as one of 4% of advisors in Oregon ‘2018 Five Star Wealth Manager’ for providing exceptional service to clients. She was also selected in 2012, 2015, 2016, and 2017. You can now view the online version of this article below.
The inclusion of wealth manager on the Five Star Wealth Manager list should not be considered as an endorsement of wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. In addition, this award is not endorsed by any regulatory entity or SCF Securities, Inc.