1300 SE Stark Street
Suite 305
Portland, OR 97214

LinkedIn

McInnis Financial Strategies

(503) 281-9619

 

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

 

Related Content

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.