Helping you to think about your money and finances so that you can make an informed decision.
Assisting individuals in obtaining, maintaining, and growing their wealth, in all of its forms, through our risk management systems and companies.
Interview Q&A
How long have you been in business?
39 years
What is your primary product or service?
Financial Planning
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Desire and interest in addressing the financial concerns of others.
How do you differentiate yourself from other businesses in your category and area?
We represent our clients first, last, and always, because we are not the product company. We provide a wide array of support services to our clients' other advisors. We customize all of our clients' strategies to their specific needs. We provide a very simple and easy process for our clients to follow in the privacy of their own homes and offices.
How many locations do you have and do you have plans to expand?
One location.
Provide detailed directions to your location
Across from the Valley River Center on Executive Parkway.
What type of payments do you accept?
Checks and, in some instances, credit cards.
Which areas do you service?
The greater Oregon area.
Who owns your company or runs daily operations?
Richard Yost, President
What are your hours of operation?
7:30 p.m. - 5:30 p.m.
What is the best compliment anyone can give you?
We are caring and competent in addressing our clients' concerns
What is your favorite quote or Bible verse?
"Far away there in the sunshine are my highest aspirations. I may not reach them, but i can look up and see their beauty, believe in them, and try to follow where they lead." Louise May Alcott - 1832 - 1888