Services

Comprehensive Planning Services

Most people have dreams about the future - where to live, places to visit, dreams for their family, education, security, and contributions to society. Each goal we strive for influences our lives and behavior in various ways and is the foundation for creating a successful financial plan.

Education Funding

Budgeting

Retirement Planning

Goal Planning

Debt Reduction

Portfolio Review

Investment Strategies

Intelligent investing does not have to be overly complex, require an advanced degree, or demand large amounts of time to be successful. For many people, investing can be as simple as a semi-annual checkup. At Teak Financial we want to help build you an investment portfolio which best suits your objectives and risk tolerance. We are passionate about low-fee investing and how it impacts long term performance!

Monthly Planning Service

Financial planning is rarely a singular event. With every change in events, objectives, and goals must be realigned. To manage the dynamic nature of life and resources, we've created a monthly service plan to best support you. Each plan is custom tailored and comes with access to financial planning software - track accounts and spending, and run endless scenario projections.

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Legal

TEAK FINANCIAL LLC is a registered investment advisory firm located in the state of Oregon. Advisory services are only available to clients or prospective clients where TEAK FINANCIAL LLC and its representatives are registered or otherwise exempt. Content presented on this website is for informational purposes only and is not intended to be a solicitation or offer of securities products. All investments carry risk - please consult your investment or tax advisor before implementing any strategy discussed here.