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LifeLong Wealth Management
 
Address:
8050 SW Pfaffle St, Suite 100
Tigard, Or 97223
 

Business: (971) 250-2030
Fax: (503) 214-6534
Toll Free: (877) 421-9991

 
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Tax Center



Maximizing return goes beyond just investments. It also includes minimizing any tax consequences. We believe in minimizing the impact that adverse tax consequences can have on an individual's hard earned money. Let's face it; we don't want to pay more to Uncle Sam than we have to.

Some of the services with which we can aid are:
  • Income Tax Minimization
  • Portfolio Tax Minimization
  • Tax- Reduction Strategies

Lifelong Wealth Management utilizes a comprehensive group of tax consultants (licensed CPAs) to help our clients navigate the world of tax laws and sheltering. Please contact us to get a FREE review of your tax returns.
 
 

Securities offered through Pacific West Securities, Inc. A registered broker/dealer. Member FINRA & SIPC.
Investment advice through Pacific West Financial Consultants, Inc.
A Registered Investment Advisor

Investments products and services available only to residents of : California (CA), Colorado (CO), Idaho (ID), Oregon (OR), Utah (UT), Washington (WA)
Fee-based advisory services are available.
We are licensed to sell insurance products in the following states of: Oregon (OR)