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TradeWinds Wealth Management – Brandon Trank

Company: TradeWinds Wealth Management
Contact: Brandon Trank
Address: 5550 S Macadam Ave, STE 110
City: Portland
State: OR
Zip: 97239
Phone: 503-673-2828
Fax: --
Email: brandon@tradewindswm.com
Website: https://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!

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/twwm/

Offering Advice Since

2016

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 & Health
Security Licenses: Series 7 & 66
Education:  Bachelor of Science - Finance

Charges to Clients for Services

Fee based on percentage of assets managed
Trail fees on mutual funds or insurance policies

My Association with the Office or Firm

Employee

My Broker / Dealer Affiliation

Charles Schwab

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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