Phyllis Carlton (CFP®)

Phyllis Carlton focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Phyllis Carlton has been serving the financial needs of families and businesses for over 30 years. Carlton Advisors, LLC provides hourly and project coaching on financial issues from very simple, including one time reviews, to complex business and personal issues, on terms that meet each clients specific needs. We design investment portfolios and provide ongoing advice to clients who choose to self manage their investment portfolios. We also assist clients in the selection of professional money managers. We work closely with other advisors as requested. Level of service and fees are client driven and not related to net worth or income levels.  Fees are charged by the hour and we do not charge ongoing asset management fees.  
 

Additional Information

Phyllis Carlton is a graduate of the University of Washington School of Business Administration (Finance and Accounting) and Pacific Coast Banking School.  
Phyllis is a CFP (R) certificant and an active member in the Financial Planning Association of Oregon and Southwest Washington.
 
 
 
  

NAPFA Start Date

August 31, 2010

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This Office

2875 Marylhurst Dr Ste 100 West Linn, OR 97068-1304 Phone: (503) 704-4566 Fax: (503) 635-6668