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Home > Financial Planner Directory > Oregon > Portland > Judith A. McGee, CFP®, ChFC, CLU, LHD
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Judith A. McGee, CFP®, ChFC, CLU, LHD

McGee Financial Strategies, Inc.

12455 SW 68th Ave
Portland, OR 97223-8509
Phone: (503) 597-2222
Fax: (503) 598-8515

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

Considerations: Advice is fee only.

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