Lori Ellingson-Clear Financial Partners

Clear Financial Partners Your Happiness is our MissionClear Financial Partners, is an independent financial planning firm servicing individuals, business owners, pre-retirees and retirees.

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We guide our clients through a planning process that addresses their unique needs, wants and wishes. We have has been in financial services for more than 20 years and are dedicated to developing lasting relationships with all of our clients.  We are located in Lake Oswego, OR. Our firm has access to a wide variety of investments, insurance and wealth management products & services that can help you assess your financial goals while developing a financial strategy with which you're comfortable.  Being independent allows us to be affiliated with multiple companies and their products and investments.  Through various financial analysis software systems and a step-by-step process, we are able to determine which services & solutions our clients may need in order to help them progress through their life cycles.  We look forward to an open line of communication-based on trust, knowledgeable advice, and excellent customer.

For a COMPLIMENTARY Financial Review contact Lori J. Ellingson, CRPC® fill out the form and we will be in touch.

Lori Ellingson, Financial Advisor. I carry the designation Chartered Retirement Planning Counselor, CRPC®.  I have a Series 6, 63, 65 Securities registration and licenses to sell Life & Health Long Term Care Insurance.

Lori Ellingson, CRPC®, Clear Financial Partners, along with her broker-dealer LionStreet Financial,  provides financial services and is committed to helping you pursue your long-term financial goals. As experienced professionals in financial planning, retirement planning, education funding, income planning , nd estate & legacy planning we can help you answer questions that you may have about your financial future, such as:

  • What keeps you awake at night?
  • Will I be able to retire early? 
  • How much money will I need in order to retire?
  • What are my 401(k) plan distribution options?
  • Should I have a traditional IRA or a Roth IRA?
  • Do I need Long-term care insurance? 
  • How can I ensure that my children receive as much as possible from my estate?

Voya Financial Advisors is an independent Broker-Dealer that we have partnered with to provide the tools, education, and resources for supporting my clients and keeping me abreast in financial services.

Additional information: Click  http://www.clearfp.com/ and https://lionstreet.com/