Carlton Advisors, LLC
Registered Investment Advisor
Phyllis H. Carlton, CFP®
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
We provide the following fee only financial services for individuals & small businesses
- 401K rollovers
- Goal based Financial Planning
- Financial Coaching
- Investment Portfolio review and design
- College Funding Advice
- Cash Flow and Credit Analysis
- Lump Sum distribution advice
- Retirement and Estate Planning Strategies
- Life Insurance and Long Term Care needs analysis
- Client Education
- Small business advising
What we can do for you
What differentiates Carlton Advisors from the competition? Phyllis' career has included many years managing wealth in the fee based arena. She is passionate about focusing on clients personal goals, needs, and concerns. She is committed to gaining the trust and respect of clients and believes that this, combined with 30 years in the financial services business is the value she provides to her clients.
Because Carlton Advisors does not charge a fee based upon assets under management, which grows as your portfolio grows, you will only pay for services when you need them. This will save you considerable money, which you can invest to meet your goals. We also work in cooperation, not in competition, with your other professional advisors such as CPAs, brokers and attorneys.
Experience, Objectivity, Independence
It is not possible to consistently generate investment returns in excess of market rates without assuming a higher risk of loss. The most effective strategies over time include implementing asset diversification to minimize market risk and managing investment costs and taxes. Long-term investment success requires a strategy, discipline and patience. I will not steer a client into any product because of a personal interest. All strategies are unbiased and always in your best interest.
My goal is to help you achieve your unique personal goals. I will help you develop a plan to meet your personal goals and manage, build and preserve your wealth. You will be in control of your financial affairs.
