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Our Services

At Iron Horse Wealth Advisors, we walk you through a clearly defined process to help you make smart decisions about your money.  We believe that true financial advice should provide actionable strategies that can lead to the achievement of your goals.

Once we have identified your personal financial and retirement goals, visions and objectives, we provide you with customized strategies, utilizing only appropriate products and services.

A comprehensive financial strategy should include:

  • Evaluating financial needs, goals and objectives
  • Measuring current progress toward those goals
  • Designing and implementing a suitable, diversified plan to address objectives
  • Minimizing the impact of taxes when possible
  • Regular monitoring of progress and adjusting appropriately
  • Transparent and easy to understand reporting

We provide expert assistance in the following areas:

  • Pre-retirement Wealth Accumulation
  • Retirement Income Planning
  • Social Security Claiming Strategies
  • Investment Management
  • Long Term Care Options
  • Retirement Plans (Group and Individual)
  • Life Insurance (Personal, Business, Key Man)
  • College Planning and 529 Plans
  • Philanthropic Planning
  • Special Needs Planning

Contact us for your complimentary planning review. (503) 680-9500

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.