Chart It Financial

Retirement Specialist

W. Andrew Morrow, CLU, ChFC is one of the fewer than 1% of Oregon`s planners who have completed the rigorous course work to earn the Chartered Financial Consultant (ChFC) designation. (Based on statistics from the Oregon Insurance Division and The American College.). Yet, textbook facts only provide the foundation. Only the applied understanding gained through experience provides real value.

Mr. Morrow has been working with Small Business owners and select individuals to assist them in retirement planning, plan design and related fields for over 30 years. His goals are to assist his clients secure a comfortable retirement in the most cost efficient approach, taking advantage of tax planning, asset planning, and especially plan design.

“The right plan design offers the greatest potential for return and growth”