Products & Services

At Willamette Financial Group, LLC, we provide assistance in the following areas:

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Investments

  • Bonds
  • Stocks
  • Educational IRA
  • Mutual Funds
  • REITs
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Insurance

  • Disablility Income
  • Life Insurance
  • Long Term Care
  • Term Life
  • Universal Life
  • Whole Life
  • Variable Universal Life
  • Long Term Care
  • Disability
  • Key Person
  • Annuities