Your Needs

Getting Started

Getting started can actually be fun and feel deeply reassuring.  We strive to make you feel like our best and favorite client from the very beginning, regardless of your account size or the complexity of your situation. After all, we are investing in you.

Almost Retired

As you approach retirement, you have plenty of decisions to make.  By getting started now, retiring will feel natural and comfortable the moment you are ready.  You will have a tailored savings and investment plan that tracks your progress toward your personally defined goals.

Already Retired

Being on a fixed income can be a profound change.  Picture having confidence in your monthly income, your wealth preservation, and estate plan.  We work with you throughout your retirement as your needs change.  We also provide familiar continuity for your spouse and beneficiaries.

Divorce

A Certified Divorce Financial AnalystTM can help you and your attorney more accurately value your marital assets.  Pensions and retirement accounts can be particularly confusing when dividing assets.  With more accurate forecasts and valuations, you and your attorney can be better informed.

Legal

This website is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable. However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

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Privacy Policy

Johnstone Financial Advisors, Inc.) is concerned about your right to privacy. When you visit our website, please know that the following data is collected;

This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. If you have questions or concerns about our policy, please contact us at (866) 989-2929 during normal business hours, by email to Grant Johnstone ([email protected]) or by mail at Johnstone Financial Advisors, 334 3rd Street, Lake Oswego OR 97034.

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