Our Team Approach

In addition to investment selection and portfolio management, your relationship with McCarty, Brown, Eden & Porter Financial Advisor Group and D.A. Davidson includes access to a wide range of financial planning tools and resources.

Personal Financial Map

Our unique Financial Map tool is the foundation of our individualized financial planning process. It provides an easy-to-understand snapshot of your unique situation by focusing on four important segments: Income, Assets, Risk Management and Estate Planning. Additionally, the Map is a great tool to assist in achieving financial organization and clarity. This tool is reviewed and updated on an annual basis.

Retirement Planning

After completing a Financial Map and understanding your current situation, we will continue the conversation to understand your goals. We will work to determine risk tolerance levels, cash flow requirements and sources of funds. Next, we will establish a detailed plan and hold regularly scheduled meetings to go over progress and changes.

Estate Planning and Wealth Transfer

The Estate Planning review includes conversations with our internal legal experts to understand the intentions of your estate and review your current plan. To help ensure those goals are achieved, we will provide you with an overview of your current documentation and work with you and your attorney to fill in any gaps that may exist.

Trust Services

D.A. Davidson Trust Company specializes in all aspects of trust management. Their team is available to our clients to discuss the role of trusts in estate planning as well as implementation and structuring of trusts to meet your specific needs.

Education and Family Support Needs

Whether you are planning for college expenses or long-term care of family members, we examine the most effective way to manage these costs. Solutions include various education plans, annual gifts for tax efficiency and numerous trust options.

Charitable Giving

We can review options available to achieve meaningful and efficient charitable giving goals. Our clients have access to Donor Advised Funds and we can help them easily transfer securities to charitable organizations.

Insurance Analysis

In conjunction with D.A. Davidson's Director of Insurance and Annuities, we can review and analyze your existing policies and potential needs to establish an efficient and cost effective strategy.

Ongoing Planning and Support

Our team is always a phone call or email away. If anything comes up that raises any financial questions or concerns, we are available to provide our knowledge, guidance and support.