ORANA CONFERENCE RAFFLE

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Would you like to schedule an appointment with a Certified Financial Planner?

Do you have any questions on the below that you would like to discuss (Check all that apply)

Student Loan Strategies

Tax Strategies

Retirement Planning

Investment Planning

Real Estate Purchases and Investments

Life or Disability Insurance

College Planning for Your Kids

Estate Planning

Charitable Giving/Philanthropy

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We welcome you to explore the website and learn more about our team and our services.

YOU MAY HAVE MET ME AT THE CONFERENCE and We’d Like to meet you to see how our team can help.

Read below for a little bit more about me.

Ian RICE, CEO, FINANCIAL ADVISOR

Ian studied Financial Economics and business at University of Oregon and Portland State University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and holds the additional designations of Accredited Estate Planner®, Business Succession Planner, Chartered Financial Consultant®, Chartered Life Underwriter, Certified Family Business Specialist and Retirement Income Certified Professional®.

Ian is passionate about teaching people the rules to this crazy game we call life. His expertise lies in his ability to get to know and understand people and help them build flexible strategies for our ever changing world and lives.

Ian lives in Sherwood, Oregon with his wife Jaime, two daughters Zoey and Katie, and son JJ. Away from the firm you will most likely find him with family, reading a book, working on CrossFit Tualatin (Jaime and Ian's new business), or fixing up something on their property.

Ian holds the following licenses: Life, Health, Accident, Series 6, 63,
65 and 7.

Let's Meet BP Exit Seminar 2 2

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