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Sommers Financial Management
144 S. 14th Street
St. Helens, OR 97051
Phone: (503) 397-1545 Fax: (253) 541-2754 Email: info@sommersfinancial.com Web: http://www.sommersfinancial.com
Category: Services->Financial

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Name	Description	Price	Category
Asset Allocation	We can provide you with a recommended portfolio allocation based on your answers	Call for a free asset allocation recommendation.	Services->Financial
Blue Cross Blue Shield of Oregon	We offer individual and family health and dental insurance through Regence Blue	Free monthly premium quote that is dependent on your age.	Services->Insurance
Bonds	We offer bonds as an investment option tailored towards clients interested in fi	Free Bond Ladder and Portfolio Reveiw	Services->Financial
Covered Calls	Use option strategies to reduce your risk and increase your income from your inv	Call for an appointment or to talk with a Registered Investment Advisor	Services->Financial
Equity and ETF options	Utilize option strategies such as covered call writing and option spreads to red	Please call to speak with one of our Registered Investment Advisors	Services->Financial
Exchange Traded Funds (ETFs)	Exchange Traded Funds (ETFs) - which track established market indexes yet trade	Free invesment analysis and consultation	Services->Financial
Financial Planning	We offer free assistance in mapping out your financial future.	Please call us for a free consultation	Services->Financial
Health Insurance	We offer group and individual health insurance. We specialize in educating our	We offer plans through Regence Blue Cross, Lifewise, Healthnet and Assurant Health. Call for prices.	Services->Insurance
Health Savings Account (HSA)	Utilize the newest cost-saving tool in the health insurance industry with a tax-	Please call for a free consultation	Services->Financial
Investment Management	We offer clients investment management for their retirement, education savings,	Free Portfolio Review and consulation. We charge between 0.4% and 1.2% annually, depending on accou	Services->Financial

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