The Freyr Group
The Freyr Group
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    • Home
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  • Home
  • About
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  • Our Process
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The Freyr Process

Discovery

We start with a conversation to understand your story - your goals, family, finances, and what matters most

Collaboration

We will work together using your information, to build a clear picture of your current financial life and identify the opportunities and risks ahead.

Plan Delivery

You receive a comprehensive financial plan that outlines strategies for investments, tax planning, retirement, and more.

Implementation

Together we put your plan into action - from portfolio management to tax strategies - while coordinating with your other professionals.

Ongoing Guidance

As life evolves, we meet regularly to adjust your plan, update strategies, and ensure you stay on track toward your goals.

Why Our Process Works

Clarity

Customization

Customization

You’ll always know what comes next.

Customization

Customization

Customization

Every recommendation is tailored to your unique goals.

Accountability

Accountability

Accountability

We don’t just create a plan, we help you put it into action.

Partnership

Accountability

Accountability

We coordinate with your CPA, attorney, and other professionals so nothing falls through the cracks.

Ready to start? Schedule your first conversation today

We're here to support you in any stage of life that you're in. Schedule a call with us today to learn how we can assist you in your wealth journey.

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Opinions expressed herein are solely those of The Freyr Group and our editorial staff. The information

contained in this material has been derived from sources believed to be reliable but is not

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materials discussed. All information and ideas should be discussed in detail with your individual

adviser prior to implementation. Advisory services are offered by The Freyr Group, LLC, an Investment

Advisor in the State of Oregon. Being registered as an investment adviser does not imply a certain

level of skill or training.


The information contained herein should in no way be construed or interpreted as a solicitation to

sell or offer to sell advisory services to any residents of any State other than the State of Oregon or

where otherwise legally permitted.

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of them are photographs of current or former Clients. They should not be construed as an

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Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance,

and time horizons. Investing always involves risk and possible loss of capital.  © 2018 The Freyr Group - All Rights Reserved.


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