Get ready to take control of your retirement plan
Collaborative Financial Group was created to be a holistic retirement plan consultant practice for businesses of all sizes and industry.
We all have goals and more importantly dreams. Eleanor Roosevelt once said “ The future belongs to those who believe in the beauty of their dreams.” At Collaborative Financial Group we believe in your dreams and our sole goal is to help you realize them.
Our Services
Existing 401(k) and SIMPLE IRA management and holistic services
Comprehensive start up 401(k) and SIMPLE IRA planning, implementation and ongoing service
Bench marking fees and plan quality
Independent, unbiased financial guidance
What Is a Fiduciary?
Fiduciaries are generally those individuals or entities who manage an employee benefit plan and its assets. ... Using discretion in administering and managing a plan or controlling the plan's assets makes that person a fiduciary to the extent of that discretion or control.
Our Practice
Incubated and created in Portland Oregon as a independent, technology driven, fee only financial practice.
We take the stress out of retirement plans and replace it with confidence
The resources of 10 billion in assets
Backed by one of the most preeminent RIA’’s in the country Resources, we leverage our leading technology, client interface, communication and transparent investment strategy for your company’s unique goals.
Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.