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Item ID 2483856 in Category: Business Opportunities - Investment

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Financial Planning


At SSCM, financial planning is not a one-time event. It’s an ongoing process that adapts as your life, goals, and financial circumstances evolve. We combine disciplined planning with integrated investment oversight, tax coordination, and fiduciary care — keeping you focused on what matters most at every stage of your financial journey.

What We Help You Navigate:
Retirement readiness and income planning
Estate and wealth transfer strategies
Tax planning coordination with in-house CPAs
Business and liquidity event planning
Charitable giving strategies
Risk management & insurance oversight
Institutional trust & fiduciary planning
Your plan isn’t built for a moment — it’s built to adapt with you.


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Target State: Oregon
Target City : Lake Oswego
Last Update : Jun 30, 2025 4:01 PM
Number of Views: 27
Item  Owner  : Greg Bachman
Contact Email:
Contact Phone: (None)

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