Welcome to MultiPlan Financial Services!
We are an independent financial firm that has been helping the good people of Oregon (plus certain other locales) establish and maintain their long-term financial goals since 1992.
If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).
If you’re not currently one of our clients, this website should help you get to know our firm so that you may better understand how we can help you get to the point where you can rest easy about your finances.
We appreciate your interest in MultiPlan Financial Services and sincerely look forward to serving you.