Investment Services

Online asset allocation / portfolio risk diversification for long-term sustainable growth concept

Investment Management Services

At Rothermel Financial Services, we specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies. Our investment management expertise can also provide you with access to any tradable investment available on any U.S. exchange. Services in this area include:

  • Asset Allocation
  • Wealth Planning
  • Fixed Income Portfolio Management
  • Investment Portfolio Management
  • Retirement Wealth Management

Call today to learn more about our comprehensive range of Investment Services.

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Our Services

Retirement Planning
Financial Planning
Social Security Maximization
Estate Planning
Tax Planning
Rollover IRA

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Rothermel Financial Services, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Rothermel Financial Services, LLC and Sound Income Strategies, LLC are not associated entities.

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205 Southeast Spokane Street, #340 Portland, OR, 97202

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You can also call us directly at (971) 404-8662