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Home > Financial Planner Directory > Oregon > Gladstone > James I. Spencer, CFP®, CMFC

James I. Spencer, CFP®, CMFC

Planner List SAVED PLANNERS (0)

KMS Financial Services Inc

660 Collins Crest

Gladstone, OR 97027-0250

Phone: (503) 650-5027

Fax: (503) 657-5290

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Annuities
Buying a Home
Career Change
Asset Allocation
Investment Management
Getting Married
Mutual Funds
Insurance
Job Loss
Life Planning
Retirement
Stocks & Bonds
Long-term Care
Starting a Family
Sudden Wealth
Nontraditional Households
Special Needs
Women's Finances

How Planner Charges

Fee Only

Considerations: Over 25 years in practice.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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