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How we develop a customized plan
When you meet with Ron, he will take the time to ensure the focus is on you and your goals using the five-step process below:

1.  Discovery - At the initial meeting, you will be asked questions to assess your overall financial picture, goals and risk profile.

2.  Analysis - Ron will analyze your current holdings, looking for areas of potential strength, weakness and opportunity.

3.  Recommendation - You will be presented with a customized strategy based upon your financial goals.

4.  Implementation - Ron will help you prepare and organize all of the necessary paperwork related to the implementation of your proposed plan.

5.  Monitoring - You are encouraged to meet with Ron at least once each year to review your portfolio and make changes if needed. More frequent meetings are available.
My Portfolio View
We want you to get the information you need, when you need it. All new clients of our Wealth Management Group are offered access to a service called My Portfolio View. Depending on the type of investment account opened, you will be able to see current balances, account history, statements, tax documents and periodic performance reports. Easy. Convenient. Free.
portfolio view


 
 
 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Pacific NW Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
 


Check the background of this financial professional on FINRA's BrokerCheck.