Higley Financial | Partner Since 2018
Our focus is financial wellness! Clinics ask us to serve as their advisor for 401(k) fiduciary investment services and for specialized financial programs for high-income staff. Medical professionals ask us to be their personal fee-based financial planning, investment, retirement and insurance advisor. Contact us for a confidential financial check-up!
Please contact:Shawn O. Higley CPFA, CRPC, AIF
Matisse Capital | Partner Since 2018
4949 Meadows Road, Ste 200, Lake Oswego, OR 97035
Matisse Capital is an SEC-Registered Investment Advisor located in Lake Oswego, Oregon. The firm was founded in 1997 by Bryn Torkelson, and advises to more than $1B in assets. Retirement plan management and advisory has been the backbone of the firm.
Saalfeld Griggs PC | Law Firm | Partner Since 2014
250 Church St SE Ste 300 • Salem, OR 97301
Saalfeld Griggs PC is a business law firm that provides a wide range of legal services to physician groups, hospitals, and other healthcare professionals. Our representation includes business and real estate transactions, contract creation and review, HIPAA privacy and security compliance, Stark & Anti-Kickback analysis, employee benefits, shareholder agreements, employment compliance, and – while hopefully never necessary – litigation services.
David Briggs, JD
Wayne Kinkade, JD
The Partners Group | Partner Since 2012
11740 SW 68th Parkway Ste 200 • Portland OR 97223
Whether you need Employee Benefits, Commercial Insurance, Retirement Plan Consulting or Physicians Advisory Services, we’re invested in you. Your goals. And your success. Discover the company that believes in creating partnerships rather than collecting clients. See what happens when your success comes first.