Bright Oak Financial Management is an independent financial management firm located in Portland, OR. They offer a range of services including long-term care insurance, group health, life insurance, individual health, disability income insurance, and 401k information. Their team of qualified associates is dedicated to helping clients understand and navigate the complexities of personal finance, providing them with the tools and knowledge to pursue their financial goals.
With a proactive approach to financial management, Bright Oak Financial Management aims to educate clients on insurance, investing, retirement, estate planning, and wealth preservation strategies. They emphasize the value of working with skilled professionals and provide a wealth of information through their website, including newsletter articles, calculators, and research reports. Their goal is to help individuals make informed decisions about their financial future and provide access to market performance data.
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