I have been helping individuals and businesses work toward achieving their financial dreams since 1967.

Securities are offered through Linsco/Private Ledger (LPL) member NASD/SIPC.

My practice focuses on comprehensive financial planning.  As a registered investment advisor representative, I have at my disposal the most advanced financial planning tools available today.

The following "Service Promise" summarizes my relationship with my clients.

Service Promise
I promise to earn your trust and gain an understanding of your values. I will listen to you and then develop a strategy for effectively utilizing insurance and financial products to help you achieve a more secure, brighter financial future.

Once your strategy is in place, I will offer you choices of insurance, financial products and services that are appropriate for your financial security goals.

Together, we will agree upon how often your financial security situation should be reviewed and I will commit to meeting with you to discuss making appropriate adjustments as your goals change.

Above all, I promise to serve you with respect and integrity at all times. These are the cornerstones of my business.

Over my career, which began in 1967, I have served in many capacities ranging from representative to vice president and corporate of a billion dollar insurance company.

In addition, I have authored many articles on financial matters that have been published.

I am the past president of the Society of Financial Services Professionals - Portland, Oregon chapter.

For a more detailed view of my financial planning services, please log on to the following internet address:

http://www.businessprofessional.org/RichardAkins/