Information Request

In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into six areas.

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.

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Information Request


Risk Management - Specific topic of interest:
Cash Management - Specific topic of interest:
Investment Planning - Specific topic of interest:
Retirement Planning - Specific topic of interest:
Estate Conservation - Specific topic of interest:



Contact Information


» Full Name:
Address:
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» Email Address:
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Single Point Financial Advisors/Securities America, Inc.
3720 SW 141st Ave, Suite 209
Beaverton, OR 97005
Phone: (503) 350-2321 Fax: (503) 924-3931
www.singlepointadvisors.com

Securities offered through Securities America, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. A SEC Registered Investment Advisory Firm.  Christy Aleckson, Representative.  Licensed to offer Securities in AK, AZ, CA, ID, FL, MA, MD, ME, MT, NM, OR and WA. Licensed to offer Insurance products in AK, AZ, CA, ID, NM, OR and WA. Licensed for Advisory services in OR. Single Point Financial Advisors is not an affiliated entity of the Securities America Companies.