Time taken for you. Planning for you.
And a hand to guide you each step.
Prosperity For All is a licensed, insured, and bonded investment advisor firm based in Oregon City, Oregon.
My mission is to make financial planning services affordable, accessible, and customizable to the client’s needs. As an independent, nonaffiliated, fee-only financial planning service, clients can trust they are receiving advice that is solely in their financial interest.
An element of every plan is financial guidance that empowers clients to control their future. Self-confidence in the management of money is a feeling everyone should have at any stage of life.
Three service plans: (1) Cash flow and debt management, (2) Cash flow/debt management, employer benefits review, tax strategy, and develop an investment plan, and (3) Holistic plan: we build a full financial plan beyond investing and add retirement and estate planning.
Regardless of socio-economic statis, racial background, gender or sexual identity, individuals and families deserve to know about money and have a plan for the future. Prosperity For All provides in-person and virtual service to clients who live in the Portland Metropolitan Area and virtually across Oregon to build actionable plans for a secure, fulfilling life.
We may transact business in other states if licensed or excluded from licensing requirements. Individualized responses effecting securities or investment advice for compensation will not be made absent compliance with license requirements of that state.
A three-day mountain hike & camp trip was really tough.
I’m so glad I did it!
Hello, I’m Scott Erwin. My diverse life experiences have led me to become a financial planner. I am deeply motivated to guide individuals, families, and small businesses through the challenge of taking command of their finances. Control of money to achieve life goals can affect daily happiness. I always make today as important as the future in every plan.
Ready to get serious?
This can be hard.
Talking about money is necessary and can be uncomfortable.
Every client will receive the high level of respect and confidentiality that all people should be provided.
Being in control and committed to your plan can be challenging. I will make it as clear and easy as I can.
“Everyone has the power for greatness, not fame but greatness, because greatness is determined by service.”
— Martin Luther King, Jr.
Let’s talk about money, life, and what we can do.
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