Financial Investment Team

Financial Investment Team Financial Investment Team is a financial services business specializing in direct asset management.

Financial Investment Team is based on the belief that in order to be successful, it is critical to constantly seek improvement. Thus we pride ourselves not just on current level of knowledge and service, but also on our commitment to reaching higher. As such we are very receptive to client feedback and responsive to any opportunity to provide more complete service.

A little preparation now can save you a lot of stress later.Before you leave, take a few simple steps to protect yoursel...
06/23/2026

A little preparation now can save you a lot of stress later.

Before you leave, take a few simple steps to protect yourself:
✔️ Update your devices
✔️ Use strong passwords + enable auto-lock
✔️ Back up your data
✔️ Turn OFF autofill for passwords
✔️ Consider a VPN for extra protection

Why it matters: When you travel, your devices and your financial information are more exposed than usual. Even something as simple as saved passwords can create risk if your phone is lost or stolen.

At Financial Investment Team, we believe protecting your wealth includes protecting your digital life.

Happy Father’s Day to all the dads and father figures who lead with strength, support with care, and inspire those aroun...
06/21/2026

Happy Father’s Day to all the dads and father figures who lead with strength, support with care, and inspire those around them every day.

We appreciate all that you do.

JUNE 20: What summer plans are you most looking forward to? HELLO SUMMER!!!
06/20/2026

JUNE 20:
What summer plans are you most looking forward to?

HELLO SUMMER!!!

JUNE 19TH: Today we recognize Juneteenth, a meaningful day in American history that honors freedom and reflection.At Fi...
06/19/2026

JUNE 19TH:
Today we recognize Juneteenth, a meaningful day in American history that honors freedom and reflection.

At Financial Investment Team, we value the importance of learning from the past while continuing to support a future built on respect, opportunity, and community.

Wishing you a thoughtful Juneteenth. 🌿

Happy Birthday, Travis! We all hope your day is filled with happiness and laughter!
06/17/2026

Happy Birthday, Travis! We all hope your day is filled with happiness and laughter!

Adjusting your investment allocation, savings rate, retirement age, or spending strategy can dramatically improve succes...
06/15/2026

Adjusting your investment allocation, savings rate, retirement age, or spending strategy can dramatically improve success probabilities for retirement.

FIT helps you understand the levers and choose the right ones.

Time Is Your Biggest Advantage!!When it comes to investing, time may be your greatest asset.Starting in your 20s (even w...
06/12/2026

Time Is Your Biggest Advantage!!

When it comes to investing, time may be your greatest asset.

Starting in your 20s (even with small amounts) can make a significant difference over time thanks to compound growth.

The reality? Waiting often means having to save much more later to catch up.
It’s not about timing the market, it’s about time in the market.

Have a son, daughter, or young professional in your life? We’re happy to be a resource to help them get started.

Take Control of Spending (Without Feeling Deprived)💳 Where Your Money Goes = Where Your Power IsWhen you clearly see fix...
06/10/2026

Take Control of Spending (Without Feeling Deprived)

💳 Where Your Money Goes = Where Your Power Is

When you clearly see fixed vs. flexible spending, something powerful happens:
✨ You stop wondering where your money went
✨ You start deciding where it goes
Cutting unused subscriptions, fewer impulse lunches, or smarter spending habits can free up cash faster than you think.

💬 Semi-Retirement Might Be the Smartest Move Yet.Not everyone needs to quit work cold turkey.Working part-time or freela...
06/08/2026

💬 Semi-Retirement Might Be the Smartest Move Yet.
Not everyone needs to quit work cold turkey.

Working part-time or freelance into your 60s or beyond can:
💵 Reduce how much you need to withdraw
🧠 Keep your mind sharp
🏥 Delay health insurance gaps

Retirement isn’t a date — it’s a phase. Create one that works for you.

In honor of National Donut Day, we’re celebrating one of life’s simplest joys - donuts. 🍩From timeless classics to creat...
06/05/2026

In honor of National Donut Day, we’re celebrating one of life’s simplest joys - donuts. 🍩

From timeless classics to creative favorites, every choice tells a story.

We’d love to hear from you. What is your all-time favorite donut flavor?

Address

15350 SW Sequoia Pkwy, Ste 150
Portland, OR
97224

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15039065205

Website

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