Carlton Advisors, LLC
Registered Investment Advisor
Phyllis H. Carlton, CFP® CCPS
2875 Marylhurst Dr. Suite 100
West Linn, Oregon 97068
Phone: 503.704.4566
Fax: 503.635.6668
phyllis@carltonadvisors.com
Fee-only financial planning & advisors
Planning your financial future has never been more complicated.
The opportunities for great success or painful loss have never been more acute. If you are looking for an independent, objective, fee-only financial planner or financial advisor in the Portland area, look for five key signs that you have found the right person for you:
- Financial planners have a fiduciary duty to serve your interests - make sure you get advice based upon what's best for you.
- Understand what you are paying for. Your advisor needs to be paid for their services, but how they are paid can make a significant difference to your bottom line.
- Sometimes financial planning can be complex. Make sure you find someone who has the experience to help you navigate through your investment, business, personal and tax needs.
- Get a one-to-one relationship. It's just as important that you know and trust your advisor as they know you. Don't let your work get sent down the chain to an inexperienced advisor.
- Security. Make sure your money is with a secure financial institution.
Phyllis Carlton designed Carlton Advisors to provide objective and independent consulting services. Clients can by-pass the traditional commission or asset based providers and pay on a fee-only basis for financial planning and advising based on Phyllis' 30 years expertise in the banking and investment business in the Portland area.
