We believe that helping you reach your Goals is just as important as the assets we manage for you. At WBH Financial Services we believe that helping you reach your Goals is just as important as the assets we manage for you. Navigating the financial decisions of life can be a daunting, complex and often murky challenge.
A knowledgeable guide can help. Our approach is holistic. Our goal is to help you think about your life and how you want it to evolve over time based on your goals and values. We concede we do not have all the answers, but in asking the right questions we are able to broaden the conversation from asset management to money as it relates to each and every aspect of your life.
A knowledgeable guide can help. Our approach is holistic. Our goal is to help you think about your life and how you want it to evolve over time based on your goals and values. We concede we do not have all the answers, but in asking the right questions we are able to broaden the conversation from asset management to money as it relates to each and every aspect of your life.
Services
After graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services. While attending college, Brent assisted in his father's income tax preparation business. This experience provided his credentials to become a Licensed Tax Consultant which allowed him to make tax consultation and preparation an integral part of his financial planning business.
We believe Financial Planning should be based on your goals and your "investment comfort zone." We have developed cost effective packages to help coach you through the planning process and create a path of success. Whether you are just beginning in life's journey or have traveled far, these planning packages provide access to a planner without having to worry about being billed for extra time for questions you may have.
We believe Financial Planning should be based on your goals and your "investment comfort zone." We put your life and your goals at the center of the conversation adding a new dimension and strength to traditional retirement planning.
No, we don't have all the answers, but by asking the right questions we shift the conversation from asset management to a discussion of comfortable lifestyle management using the money you accumulate as one of the tools for making your goals obtainable.As we see it, our task is to help you identify the goals you want to achieve.
No, we don't have all the answers, but by asking the right questions we shift the conversation from asset management to a discussion of comfortable lifestyle management using the money you accumulate as one of the tools for making your goals obtainable.As we see it, our task is to help you identify the goals you want to achieve.
It can leave you feeling powerless, betrayed, and confused experiencing emotional pain and a lost sense of direction. We believe Financial Planning should be based on your goals and your "investment comfort zone." Envisioning a future can provide an effective relief from the stress and conflict you may face.
We believe Financial Planning should be based on your goals and your "investment comfort zone." Tax fears - irrational or warranted - cause real concerns about filing our annual tax returns. Do you have an aversion to filling out your own tax return? Does just reading a tax form cause anxiety? Do you worry about making an error on your return?
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