Securing your dreams takes effort and energy, leaving little time for managing your financial future. We can take that responsibility off your hands while helping you achieve your goals. Our clients view us as trusted advisors and you may also enjoy the confidence that comes from knowing that a trusted financial planning firm is handling your plan.

Since 1990, we have been helping our clients develop retirement income plans that allow them to attain their desired lifestyle and legacy goals with our personalized approach to wealth planning, accumulation and preservation.

Rest assured that our goal is to help you protect the standard of living to which you have become accustomed, preserve your wealth for your children and grandchildren, and assist you with determining the legacy you want to leave.

At The Wellstone Group you will work hand-in-hand with your personal advisor to develop your goals.

Providing support and expertise to your personal advisor is a highly qualified team of financial specialists. With over 60 years of combined experience in financial planning and wealth management, our team approach allows us to capitalize on the depth and diverse experience of multiple perspectives, providing a strong structure surrounding your financial plan.

Is there a team working for you?
At The Wellstone Group we understand that financial management involves more than money. Our unique approach to client service is all about saving you time and worry. Our planning approach is supported by a full team of professionals that will work hard to help you realize your lifestyle and legacy goals. Our specialists in tax, asset allocation, investment research and estate distribution will develop a comprehensive plan that best meets your needs and goals.

As you can see, we offer assistance on a full range of services, but regardless of which service you choose, we will review

Working closely with our professional alliances we offer:

• Retirement Income Planning
• Tax Planning
• Estate Planning
• Risk Management Planning
• Small Business Planning

Are you on course? No matter your age or stage of life, you are working on your retirement income plan; the question is: Is your plan going to allow you to attain your desired lifestyle and legacy goals?

• Do you know how much money you need for retirement?
• Do you know how much money per year you can safely withdraw from your retirement savings?
• Are you confident your investments will provide lifetime income?
• Do you know the investment allocation that offers the greatest likelihood of allowing you to attain your goals?

These are difficult questions and ones that most people need help with. As Portland’s Retirement Specialists, our innovative approach to retirement income planning

So many options, so little time... what to do?
At the speed of life, how can you make adequate, informed decisions about where your money is invested? Are you confident your current investment allocation will allow you to reach your goals? Proper investment allocation is critical regardless of which stage of retirement income planning you are currently in. Whether you are in the accumulation, preservation or distribution phase, having the correct allocation of investments will help make the difference between success and failure. How are you doing with your investment allocation?

There’s no time like the present to prepare for those long-awaited days of pursuing your passions, whether it’s learning to play golf or nurturing your grandchildren. By working with us now, we can arrange all the details that will affect your financial future, sparing you and/or your loved ones from having to make difficult decisions later.

Resources you can trust
As an aging population, many of the issues we face are growing in complexity — health, long-term care, financial security, insurance, social and legal issues. If you are not yet facing these issues personally, chances are you have parents who are. Recognizing the problem that most professionals are qualified to help in only

In building these relationships, our focus has been on professionals who have a heart for the needs of seniors, are highly ethical, competent and trusted in their expertise. These are local professionals who are focused on finding options to solve problems in the many areas that impact senior life.

Local professionals surrounding seniors with solutions — resources you can trust!

Our mission is to guide you to make the right decisions for your financial future, assisting you in providing security for your future as well as those who depend upon you. You will enjoy and appreciate the numerous benefits of being part of The Wellstone Group family. This partnership entitles you access to industry professionals, educational workshops and a variety of social events for the whole family.

• Financial management workshops
• Industry experts as guest speakers
• Educational seminars
• Client appreciation events

Come work with The Wellstone Group — where we strive to enhance your quality of life through our values-based planning services, freeing your mind to enjoy the things that are important to you!