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Here, for all the seasons of your life. Sitka Financial takes extraordinary care to invest in the financial well being of every client we serve. When it’s your life, it’s personal. So we start by getting to know you. What are your dreams, plans and priorities? We’ll ask. We’re here to grow and protect your assets. We’re also here to help facilitate your life pursuits at important junctures. What options and opportunities are available to you? Let’s find out. In fact, let’s explore all possibilities and map a strategy that makes sense for the life you want to live. Call us.

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ABOUT Approach – Fiduciary Responsibility & AccountabilityTeam
EXPERTISEFinancial PlanningInvestment ManagementRisk ManagementRetirement PlanningFamily LegacyTaxes

1980 Willamette Falls Dr., Ste. 240, West Linn OR 97068 – Office 503-908-0143 – Fax 503-914-1754

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Neither SagePoint Financial, Inc. nor its representatives or employees provide legal or tax advice.
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through Sitka Financial, not affiliated with SagePoint Financial, Inc.
This communication is strictly intended for individuals residing in the states of OR, WA, CA, CO, ID, MT, AZ, NH, KY, UT, NM. No offers may be made or accepted from any resident outside the specific state(s) referenced.