Financial Investment Team

We’re excited to share an important new chapter for Financial Investment Team.

FIT is joining Summit Wealth Group, a national independent RIA that shares our planning-first, client-focused approach.

While our team and commitment to the personal relationships we’ve built remain the same, this partnership gives us access to additional resources and expertise to better serve our clients for years to come.

We’re incredibly grateful for the trust and relationships that have shaped FIT over the years. Our clients and community are at the heart of everything we do, and we’re excited to take this next step together.

Read the full announcement:
https://www.summitwealthgroup.com/summit-wealth-group-acquires-fit

Visit our new webpage:
https://www.fmgwebsites.com/7eb319d7-5676-4019-90bc-1ae23d122658/portland-or

Why Tax Strategy Matters Year-Round

Tax planning isn’t just for April.
The biggest opportunities happen throughout the year.

Smart strategies can potentially help:
✔ Reduce taxable income
✔ Improve long-term returns
✔ Avoid surprises

It’s not just about what you make - it’s about what you keep.

What Does a Financial Plan Actually Include?

A real financial plan is more than just investments.
It should include:

• Retirement strategy
• Tax planning
• Risk management
• Estate planning
• Cash flow & goals

When these pieces work together, everything becomes more intentional.

Join us in wishing Chris a very special birthday! We hope your day is incredible!

At FIT, we believe financial fitness is more than just investing - it’s about balance, strength and planning across your entire life.

From tax preparation to Medicare guidance to estate planning, we help you build a plan that covers all your bases.

www.fi-team.com

Because when one part of your financial life is ignored, everything else feels out of sync. Ready to feel confident about every piece of your financial future? Let’s get started.

What does working with a financial advisor look like?

For us, it means meeting you where you are - whether that’s in person or remotely.
✔ Listening first
✔ Understanding your goals
✔ Building a plan that evolves with your life
✔ Being there when life changes

Because life doesn’t stay the same, and your financial plan shouldn’t either.
Message us to start the conversation.

A Little More Love on the Way 💙🍼

We had the sweetest time celebrating Christine, as she gets ready to welcome baby boy #2! 💙
Our FIT family is so excited for Christine and her growing family as they prepare for another little guy to join their crew. There’s nothing quite like celebrating a new baby with the people you spend your days with—and we loved showering Christine with lots of love, laughter, and a little bit of baby spoiling! 🥰

Congratulations, Christine! We can’t wait to meet your newest little love. 💙👶

She is either keeping us in the dark on baby's name or they really haven't picked one...any suggestions??

Financial planning isn’t a one-time event.

It’s an ongoing relationship.
We’re here through:
✔ Market changes
✔ Life transitions
✔ New goals
Because your future deserves consistency.

No two clients are the same - so why would their financial plans be?

We take a personalized approach to:
• Investments
• Risk tolerance
• Life goals
• Time horizon

Because your plan should reflect your life, not a template.

Delay Social Security for More Income

Delaying Social Security can significantly increase lifetime income, especially if you expect a long life.

FIT models multiple claiming ages to help you choose the most strategic option.

Smart timing pays off.