In 2003, Jodi Brush, the daughter of a schoolteacher and a forester, recognized the need for honest, unbiased investment advice and planning for middle-class Americans. She wanted to share her secret: that abundance has everything to do with choice and that each of us can choose to embark on the adventure of seeking out a grand destiny.
Jodi's now
To pursue a culture of excellence that provides innovative solutions, aligned with the best interests of our clients. Our values based approach requires us to be objective in the advice we provide, with clear communication of how and why to move forward with the action steps needed for our client's success.
It is our goal and priority that our clients
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Financial planning in Oregon City, OR