Crest Financial LLCis a state of Oregon Registered Investment Adviser. This website is intended to be general in nature and should not be construed to be financial or investment advice. The information provided here is for guidance and informational purposes only.  Investments involve risk and are not guaranteed.  This website and information are not intended to provide tax or legal advice and you should consult with your tax and legal professionals about your unique situation.
Crest Financial LLC is not affiliated with or compensated by any of the organizations linked to this site.  For additional information please contact us.
Clear Fees. Clear Services. Clearly Different.® and My ETF 401(k)® are registered services marks of Crest Financial LLC.  All rights reserved.
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Planning & Consulting Services 

How often do you meet with your financial professional? What is reviewed when you meet? What expertise do you need to reach your goals? Are you working with the right professional?



Corporate Services

My ETF 401(k)sm
Retirement Plan Services
Retirement Plan Review
Education & Training
Succession Planning
Executive Compensation

​Business Development Consulting


Personal Planning

Current Position
Retirement Projections & Analysis
Education Planning
Risk Management
Basic Asset Allocation
Tax Strategies
Estate Planning
Special Needs Planning


 Investment Planning

Goals Review
Cash Flow/Time Horizon
Risk Tolerance Review
Investment Policy Statement
Portfolio Monitoring
Rebalancing
Provider Review
Fee Analysis & Review

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