Kevin R. Minkoff, CPA, LLC

1515 NE 112th Ave. Suite 250
Portland, OR 97220
503-252-3988  ●  Fax 503-255-2247

 

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Personal Financial Planning

 

 

 

Kevin R. Minkoff, CPA, LLC is committed to helping individuals and families plan for their financial future. We can help provide you with an opportunity to develop a custom strategy to help you reach your financial goals and objectives.  Below are just some of the services we provide through our affiliated financial services company. Please call to learn more about how we can help take you from where you are financially to where you want to be.

  • Insurance

  • Annuities

  • Mutual Funds

  • College Planning

  • Retirement Strategies

  • Business Client Solutions

If you want a detailed personal financial analysis please have recent paystubs and a household budget or estimated household expenses ready, click the "Financial Analysis" button below and fill out the questionnaire.  There are multiple pages that you can access by clicking on the tabs at the bottom of the screen.  Note: The quality of the analysis will be greatly enhanced if you fill out the budget/expense information in this report.

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Financial Analysis

 

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