David Gratke Wealth Advisors, LLC


DIRECT-PORTLAND: 503.972.8987 \| DIRECT-BEND: 541.306.3579 \| TOLL-FREE: 888.970.8987 \| FAX: 888.414.8957

888.970.8987

SIMPLIFIED 401(K)

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SERVICES

DIRECT-PORTLAND:
503.972.8987
DIRECT-BEND:
541.306.3579
TOLL-FREE:
888.970.8987
FAX: 888.414.8957
EMAIL

Work on your life as well as your money
Review: David Gratke Wealth Advisors’ (DGWA) role is to take a look at your current financial plans and suggest ideas to improve your potential. These ideas can be implemented through comprehensive financial planning designed to work in two ways: 1) Carefully build wealth and 2) Reduce (or even eliminate) income and estate taxes. Balance: By reviewing and re-balancing your portfolio, DGWA can prime you for consistent financial growth - tax-advantaged growth, resulting from your preferred style of investing. By planning tax-deferred or tax-exempt trusts, DGWA can shelter your wealth and effectively create a tax-free retirement fund for your future, as well as a way to endow your heirs and your favorite causes. Coordinate: By creating (or working with an existing) interdependent, coordinated team of financial professionals, DGWA will develop a wealth management plan that spans all phases of planning. Many facets of financial planning impact each other. If your team members are not coordinating data, this can have a negative effect on your wealth management plan. Let DIGA bring every one to the table.
Grow: DGWA has a complete Toolbox to help you reach your financial summit. Your customized Toolbox could contain: Business valuation & sales Tax deferred capital assets sales Employee stock option analysis Family office services Insurance, life, health, disability, LTC Investment asset management Investment asset protection Risk management Senior settlements Wealth preservation tools Contact David Gratke now to review your plan

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of: California (CA), Georgia (GA), Oregon (OR), Washington (WA).
We are licensed to sell insurance products in the following states of: California (CA), Oregon (OR), Washington (WA). Securities and Advisory Services Offered through KMS Financial Services, Inc.