Financial Planning Services

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters. Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC Member SIPC (www.SIPC.org) Supervisory address: 5885 Meadows Road, Suite 850 Lake Oswego, Oregon 97035. (503) 221-1211. Portland Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

Edward Lebold is licensed to sell insurance products to AZ, AK, CA, CO, DC, ID, IA, LA, KS, MD, MI, MN, MT, NE, NY, OH, OR, SC, TX, VA, VT, WA. Edward Lebold, Domiciled in OR, CA Insurance Lic. #OC97700. Edward Lebold is licensed to sell securities to AK, AZ, CA, CO, DC, HI, MN, MT, OR, TX, UT, WA, WI.

Morgan Sund is licensed to sell insurance products to AZ, CA, CO, MT, NC, OR, SD, VT & WA. Morgan Sund, Domiciled in OR, CA Insurance Lic. #0I74548. Morgan Sund is licensed to sell securities to CA, NE, OR, TX & WA.

We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Check the background of your financial professional on FINRA's BrokerCheck.

CRN202511-3348598