Individuals

Achieve Your Personal Financial Goals

Fluence provides a wide range of services for individuals to help you meet your long-term goals. Our team works closely with each of our clients on an individually-tailored basis. This means we provide information, objectives, and solutions that are meaningful to your specific needs. Our full-range of individual services are designed to help you achieve your personal financial goals.

Fluence provides focused, full-service financial, tax, and retirement planning services. Specific areas of specialization include:

• Tax Preparation
• Financial Planning
• Estate & Trust Planning
• Retirement Planning

Fill out our contact form or call 503-245-0766 for a consultation to discuss your goals and the specialized solutions we can provide.