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See Your Future

because expectation is the greatest influence.

Bullish or Bearish

Are you confident in your investment strategy

A Plan for All Seasons

can you find safety in a storm?

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We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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SHC Lake Oswego
4800 SW Meadows Road
Lake Oswego, OR 97035

 
  •  Oregon: 503-972-3220
  •  Washington: 425-998-9680
  •  Fax: (877) 972-3225
  •  Contact Us By Email

    Securities, Asset Management and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

    The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, IN, KS, MD, ME, MN, MO, MT,  NC, NM, OR, PA, TX, VA, WA

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