https://www.ricefg.com/events-1 daily 0.75 2024-07-08 https://www.ricefg.com/events-1/cnrmid-year2024 monthly 0.5 2024-07-08 https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/38329188-b1ee-421d-817e-0642bdb1db85/Robert-MeckstrothTHUMBNAIL_300x300.png Events - Mid-Year Market Update with City National Rochdale - Make it stand out Presenter: Robert Meckstroth, Senior Portfolio Manager for City National Rochdale, CFA, CPWA® https://www.ricefg.com/events-1/2024-market-economic-update-with-morningstar monthly 0.5 2024-01-12 https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/77995796-bb4f-42a9-8f0a-5af0318e306c/Brian+Duffy+-+Photo.jpg Events - 2024 Market Economic Update with Morningstar - Brian Duffy, Portfolio Specialist for Morningstar Investment Management, LLC Brian will walk us through Morningstar’s recap of 2023 and provide us insights for their thoughts on the market outlook for the year ahead in 2024. 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IFLY Team Outing https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/1614646880834-ZLX9GOEDQ7WS4I13AC6R/S4KS.jpg What are We Up to? Collecting gifts for Sherwood4KidsSake https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/1614641536951-5EK64YHK4EXOSNFJEWW3/Slicks+Post.jpg What are We Up to? Supporting one of our neighborhood small businesses Slick’s Big Time BBQ during Covid-19 https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/1614646846953-UYYNOZRJTBF7WUXQC7FH/A+birthday+basket+for+Nathan+our+Cubs+Fan%21.JPG What are We Up to? A birthday basket for Nathan, our cubs fan! https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/1620937876801-ECUPU29QBBQG2FLLJOFN/Borman+Wine+05132021.jpg What are We Up to? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/1614575953431-T9Q1OQKTBURU16NFQSCA/image0.jpeg What are We Up to? Ian and Shane at the Safe Families for Children PDX Golf Tournament https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/1614641523356-RPU6UPA3C25JZYE93THQ/WithLove+Team+shot.jpg What are We Up to? Volunteering at WithLove Oregon https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/1611094162903-564NMOU8Y8920EQHMM7G/Staff-Meeting-032020-300x225.jpg What are We Up to? Holding a virtual staff meeting to comply with social distancing https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/1614641484419-9Z4V9LHIR9CYYNMYEE8S/Team+Wine+Tasting+072020+2.jpg What are We Up to? 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Our office is welcoming and upbeat and you will sense a genuine energy when you walk in our doors. Our staff knows your name and recalls something of personal importance to you. We make note of your preferred drink so we can offer it to you when you return. When you meet with our team, you will notice we take a very educational approach to helping you navigate your options to strengthen your financial world. Our advice will inspire you to think bigger and reach further with your goals. We will help you think beyond the immediate future and plan for your hopes and dreams. We strive to give you a sense of confidence, comfort and security in the planning we do together. Throughout the planning and implementation process, you are updated regularly with clear communication on next steps. Your questions are often anticipated and answered before asked. When you have a request, we respond quickly. If things must take longer than expected or if something doesn’t go as planned, we use “pebble management” so you know we are right there with you working for a swift resolution. Each step in your planning experience is documented and clearly outlined. When your meeting concludes, you are accompanied to the door or elevator. You'll probably be laughing as the conversation comes to an end and given a warm goodbye. https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/1612824940141-0HNVY24P3QA6GPQVTBLD/happy-family-having-fun-times-at-home-ESWD2BX.jpg Client Experience - The Overall Client Experience: We make planning a fun experience. Ideas are challenged, lessons are learned, solid foundations are laid with guiding principles. Clients sense that we are working in their best interest, however, we have objective tools to help verify the steps we take along the way. Our clients enjoy spending time with us and know that time with us will be well spent. 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Our office is welcoming and upbeat and you will sense a genuine energy when you walk in our doors. Our staff knows your name and recalls something of personal importance to you. We make note of your preferred drink so we can offer it to you when you return. When you meet with our team, you will notice we take a very educational approach to helping you navigate your options to strengthen your financial world. Our advice will inspire you to think bigger and reach further with your goals. We will help you think beyond the immediate future and plan for your hopes and dreams. We strive to give you a sense of confidence, comfort and security in the planning we do together. Throughout the planning and implementation process, you are updated regularly with clear communication on next steps. Your questions are often anticipated and answered before asked. When you have a request, we respond quickly. If things must take longer than expected or if something doesn’t go as planned, we use “pebble management” so you know we are right there with you working for a swift resolution. Each step in your planning experience is documented and clearly outlined. When your meeting concludes, you are accompanied to the door or elevator. You'll probably be laughing as the conversation comes to an end and given a warm goodbye. https://images.squarespace-cdn.com/content/v1/5fc8ac1db12b6f2e3ebd5ad4/1612824940141-0HNVY24P3QA6GPQVTBLD/happy-family-having-fun-times-at-home-ESWD2BX.jpg Client Experience (Copy) - The Overall Client Experience: We make planning a fun experience. Ideas are challenged, lessons are learned, solid foundations are laid with guiding principles. Clients sense that we are working in their best interest, however, we have objective tools to help verify the steps we take along the way. Our clients enjoy spending time with us and know that time with us will be well spent. We are thankful for their referrals as we know it is a reflection of their good experiences with us and the trust and loyalty they feel toward our firm. As we further our relationship, our clients become our friends and feel like family. We celebrate wins and joyous occasions and are there for them when life takes a curve in an unexpected direction, good or bad. We find creative ways to further connect with our clients and create lasting memories along the way. 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