Portland Metro Fee Only Fixed Income and Bond Specialist

High quality bonds should be considered the core investment in any retirement portfolio for their predictable cash flow and reduced risk. We primarily use high quality individual bonds and other fixed income securities that have a fixed income stream, fixed maturity date, and come due at their face value.

Since fixed income investments are not as volatile as stocks, bonds can preserve your wealth. In the 2008 market downturn, only high-quality bonds appreciated in value.

We protect against inflation by building bond ladders, allowing maturing bonds to be reinvested at higher interest rates.

Russell D. Francis is the president and co-owner of Portland Financial Advisors, Inc., a fee-only registered investment advisor located in Beaverton, Oregon.

Our Fixed Income Investment Strategy:

	We analyze your needs with "safety" as the primary objective.
	We determine your income needs over the next 4-12 years.
	We analyze the tax impact of your investments to determine the need for tax free bonds, taxable bonds, or both.
	We create bond ladder based on your income needs.
	We determine the types of bonds that are suitable for your portfolio.
	We define suitable maturities, quality, spread, and yield.
	We identify available bonds that meet the above criteria.
	We purchase the bonds and start your income stream.

Call or email for a free fixed income proposal

Portland Financial Advisors, Inc.
12655 SW Center St., Suite 520 • Beaverton, OR 97005
(503) 684-6116 • Fax: (503) 684-6559
E-mail: info@pdxadvisors.com