Our Mission
Our mission is not only to help elevate clients into a stronger, more stable financial lifestyle - but to educate them along the way. By combining knowledgeable advice with an open line of communication, we aspire to create a space of mutual trust and respect with the clients we care for. Helping you defeat the fear and confusion that so often comes with wealth management is what we are passionate about. That is why we promise to create and communicate a plan that helps prepare you to set out on your path and feel confident in the steps you take while on it. With this process, smart investments, sustainable results, and overall success is what we always will work to achieve.
About Us
We are an independent financial planning firm serving individuals, business owners, pre-retirees, and retirees. We guide our clients through a planning process that addresses their unique needs, wants, and wishes.
As members of the financial services community for more than 25 years, we are dedicated to developing lasting relationships with all of our clients. We are located in Newport, OR. Our firm has access to a wide variety of investments, insurance, and wealth management products & services that can help you assess your financial goals while developing a financial strategy with which you're comfortable.
Being independent allows us to be affiliated with multiple companies and their products and investments. We can determine which services & solutions our clients may need to help them progress through their financial life stages using various financial analysis software systems and a step-by-step process. We look forward to an open line of communication based on trust, knowledgeable advice, and excellent clients.
- What keeps you awake at night?
- Will I be able to retire early?
- How much money will I need in order to retire?
- What are my 401(k) plan distribution options?
- Should I have a traditional IRA or a Roth IRA?
- Do I need Long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
For a COMPLIMENTARY Financial Review contact Lori J. Ellingson, CRPC® fill out the form and we will be in touch.
Meet Our Advisor
Lori Ellingson, Financial Advisor.
Lori Ellingson carries the designation Chartered Retirement Planning Counselor, CRPC®. In addition, she has her Series 6, 63, 65 Securities registration and licenses to sell Life, Health, & Long-Term Care Insurance and is a member of the Oregon Pride in Business. With over 25 years of experience in the financial services industry, Lori has proved her passion for creating long-lasting relationships with the clients she cares for.