| Company: | TradeWinds Wealth Management |
| Contact: | Paul Spangler |
| Address: | 4380 SW Macadam Ave, Suite 440 |
| City: | Portland |
| State: | OR |
| Zip: | 97239 |
| Phone: | 503-673-2828 |
| Fax: | -- |
| Email: | Paul@TradeWindsWM.com |
| Website: | www.TradeWindswm.com |
About My Practice
The team at TradeWinds Wealth Management has extensive experience and specializes in serving the specific needs of federal employees as they work their way to and through retirement. We've developed a personalized, systematic, multi-step process for helping federal employees improve their retirement readiness and support the work-optional lifestyle they have been working diligently to pursue.
Contact our specialists today. We look forward to serving you and your family!
Click here to sign up for our upcoming Federal Benefits Workshops: https://fedimpact.com/twwm/
Offering Advice Since
2019
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life and Health
Security Licenses: Series 7, Series 66
Charges to Clients for Services
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions an/or loads for investment products purchased
My Association with the Office or Firm
Employee
My Broker / Dealer Affiliation
LPL Financial
