GOLDMARK FINANCIAL PLANNERS, LLC
A Registered Investment Adviser Firm

This page is primarily intended for residents of the State of Oregon

Goldmark Financial Planners, LLC is an independent Oregon Registered Investment Adviser. It is also a licensed Life and Health Insurance Agency.

Our goal is to provide individuals, families and small companies (generally fewer than 20 employees) with comprehensive, low cost investment, insurance and financial planning advise.

Investment and financial planning services are provided on a fee-only basis. We can either manage your portfolio using a national discount broker as custodian, advise you on how to manage your own accounts, assist you in rollovers, transfers, closing or setting up accounts. We can also assist you in financial questions and decision making on an hourly basis.

Life, health, disability, long-term care insurance and annuity purchases are some of the most far reaching and largest outlays the average person, family or company makes. We are not beholden to any one provider and will search the market for the solution that best fits your need.

Useful Links:

• Certified Financial Planner Board of Standards, Inc.
• Financial Planning Association
• Social Security Administration
• Oregon College Savings Plan
• Oregon Insurance Department
• Division of Finance and Corporate Securities
• Free Term Life Insurance Quotes