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Providing clarity and a path to financial security
The Sailor Harding Wealth Management Group specializes on working with individuals, families, and business owners to define and reach their financial goals.
With all the demands on your time, it can be difficult to take a break from all the activity and think about the future. But it is precisely because of these demands that we must focus our attention toward what is truly important.
Our job and passion is to know all about building future financial security for individuals, families and businesses. We can help you assess your current financial situation and provide comprehensive risk management and investment solutions to meet your goals.
From protecting your income, family, business, and legacy, to supporting your dreams for your children, business, and retirement, our goal is to work with you to create a financial plan that creates clarity and a path forward... to financial security.
- Kevin Sailor, Wealth Management Advisor, CFP®, CLU®
Forbes has recognized Kevin Sailor as one of the top financial security professionals in Oregon. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning