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We are Enlighten Financial Services
Enlighten Financial Services is a Registered Investment Advisory firm that manages assets for retirement plans, Health Reimbursement Arrangements, Health Savings Accounts and individual clients that have retirement savings as their top priority. Our experience and expertise make us uniquely qualified in the Employee Benefits space. Our firm is the plan consultant for a Multi-Employer HRA VEBA Trust. The Enlighten VEBA Trust can be utilized by any eligible public entity within the State of Oregon. An RIA by definition is a fiduciary for our clients that means we work for the best interest of our clients rather than the best interest of investment companies and broker/dealers.
Services Outstanding services.
Investments
Investments can play a key role in your financial security plan. A mix of savings plans can help achieve your goals.
Employee Benefits
Once you have acquired excellent employees, how do you prevent them from leaving? One solution is to compensate them with a benefits package. We can help you select the befits plan that fits best with what you and your employees need.
Retirement Plans
Retirement plans can be complex, and choosing the right plan for your company is not an easy task. With our administrative partner BPAS, we provide truly custom plan design and an open architecture for investment products. All services are provided under one roof, making the plan transparent as well as cost-effective.
Life Insurance
Life Insurance is an important piece to creating a secure financial plan. Enlighten will give you the personal touch and professional advice to find the product that that is right for you and your loved ones.
Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
HRA\VEBA
Integrated with an employer group health plan, an HRA is a Health Reimbursement Arrangement that allows out-of-pocket health related expenses. Money set aside for each employee can be used for health related costs, unused balances can be carried over to future years and even used post-employment.
Team Our team of professionals.
