At Fort Vancouver Investment Management, we help individuals and families thoughtfully plan for and navigate through retirement. Our specialties include portfolio management, generating retirement income, and offering financial planning with a strong emphasis on minimizing taxes and investment costs.
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Together Michael and Krista possess an unstoppable and complimentary skill set in delivering an exceptional experience of investment and financial strategies. Their tested process delivers a unique, unbiased approach that respects client's needs and personalizes what it means to work with a team. Our goal is to understand your past, present and future and deliver a plan to achieve your financial goals. We believe Indigo Wealth Management will make sense in exceeding your expectations.
The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Vancouver is here for you, serving the areas of Vancouver, Camas and the North Portland area. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
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No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
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I offer customized financial planning services to simplify your life and to help you prosper. I am a fiduciary CFP planner, which means I always act in your best interest. Investing, debt management, tax planning, retirement planning, risk management, and education planning.
Financial Advisors-KMS is independently and privately owned. We offer financial planning, asset management, retirement planning, tax planning, divorce financial planning, investments, insurance and estate planning.
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