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 several 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


Information Request



Contact Information





Tax Minimizers of Oregon Inc.
Gresham Office:
23345 SE Stark
Gresham, OR 97030
Phone: 503-665-1040

Formerly Lakeside Financial and Jim McKay's office
now located in the Stark office

Portland Office:
3835 NE Hancock St #101
Portland, OR 97212
Phone: 503-281-0919

Formerly DS Yadav
now located in Portland office on Hancock