We start with a conversation to understand your story - your goals, family, finances, and what matters most
We will work together using your information, to build a clear picture of your current financial life and identify the opportunities and risks ahead.
You receive a comprehensive financial plan that outlines strategies for investments, tax planning, retirement, and more.
Together we put your plan into action - from portfolio management to tax strategies - while coordinating with your other professionals.
As life evolves, we meet regularly to adjust your plan, update strategies, and ensure you stay on track toward your goals.
You’ll always know what comes next.
Every recommendation is tailored to your unique goals.
We don’t just create a plan, we help you put it into action.
We coordinate with your CPA, attorney, and other professionals so nothing falls through the cracks.
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.
All content is for information purposes only. It is not intended to provide any tax or legal advice or
provide the basis for any financial decisions. Nor is it intended to be a projection of current or
future performance or indication of future results.
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
guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the
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.