Your assets, your goals and your future … we’re here to help you find the right balance.


Meet your guide, Mike Radakovich. CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Charter Life Underwriter


In Portland, Oregon there’s a wealth management firm dedicated to balancing your nest egg with your life’s goals. What do you need for retirement? Where do you want to contribute? What about the next generation? Introducing Mike Radakovich and Bill Fisher, financial advisors with more than 25 years of experience working with people like you.

Talk to Mike and Bill about the financial future you envision. They understand risk and reward, looking ahead, and how to plan for the right balance now and for your future.

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Or give us a call to discuss your goals. We’ll have the coffee ready.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities of investment advisory services which may be referenced herein. We may only offer services in states in which we have both been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc. , Member FINRA / SIPC and an SEC registered RIA.

Check the background of our investment professional on FINRA’s BrokerCheck