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Client Center

easily access all your accounts

Investment Center

a single dashboard for all your finances

my financial dashboard

It doesn't get any easier to manage your finances. Access whenever and wherever you want.

View, access and manage:

  • Investment Accounts
  • Loans, Credit Cards, Bank Accounts
  • Strada Life Plan
  • Financial Reports (Profit & Loss)
  • Monthly Spending/Savings

Sign into your Dashboard Now

my financial dashboard

It doesn't get any easier to manage your finances. Access wherever and whenever you want.

View, access and manage:

  • Investment accounts
  • Loans, credit cards, bank accounts
  • Strada Life Plan
  • Financial reports (profit & loss)
  • Monthly spending / savings

Sign into your Dashboard Now

Tax Center

Link to client tax documents and portals

tax document Portal

Tax Portals are available to our business clients and certain individual clients who need regular access to tax documents.

Portals allow you to:

  • Store important tax documents
  • Access copies of prior year tax returns
  • Provide limited access to banks & other organizations to view certain documents

click below to access

*Contact us if you need a tax portal setup for you or your business.

electronic tax organizer

Gone is the need for paper organizers. Now you can view, update and upload documents all from within our electronic organizer.

Value of e-organizers:

  • Provide all your tax information online with minimal effort
  • Simple to complete and easy to navigate
  • Attach tax documents (i.e. W2's, 1099's, etc.)
  • Return later to finish and/or add documents

click below to access

Secure File Transfer

Providing sensitive documents just got a whole lot easier and safer.

Benefits of Share Safe:

  • Send, receive and request documents securely via email
  • Select who you want to sent the files to and then add up to 20 files at one time
  • Rest easy knowing your information is safe
  • Leverage the latest in file security

click below to access

tax document Portal

Tax Portals are available to our business clients and certain individual clients who need regular access to tax documents.

Portals allow you to:

  • Store important tax documents
  • Access copies of prior year tax returns
  • Provide limited access to banks & other organizations to view certain documents

click below to access

*Contact us if you need a tax portal setup for you or your business.

electronic tax organizer

Gone is the need for paper organizers. Now you can view, update and upload documents all from within our electronic organizer.

Value of e-organizer:

  • Provide all your tax information online with minimal effort
  • Simple to complete and easy to navigate
  • Attach tax documents (i.e. W2's, 1099's, etc.)
  • Return later to finish and/or add documents

Click below to access

Secure File Transfer

Providing sensitive documents just got a whole lot easier and safer.

Benefits of Share Safe:

  • Send, receive and request documents securely via email
  • Select who you want to sent the files to and then add up to 20 files at one time
  • Rest easy knowing your information is safe
  • Leverage the latest in file security

Click below to access

These portals are for tax/consulting/accounting use only and not for investment services use.

Schedule A Meeting

scheduling just got a whole lot easier

Whether you’re scheduling an introductory call or an annual finacial planning or tax meeting, you can choose a time that works best for you!

Call, email or click below to schedule RIGHT NOW.

We are here to help


or give us a call at 503.667.5355

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The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.