Thank you for submitting your worksheet!

Once we have reviewed your information, we will be in touch to schedule a follow up meeting. Please allow us a full week to review these details, as we do a very deep dive.

If you opted to upload documents to us, please click the button below to access Sharefile.

 

As a reminder, here is the list of what we would like to see:

 

  • Most recent pay stub or W2

  • Most recent statement on each investment account

  • Most recent tax return

  • Business valuation or employee equity compensation information

  • Loan statements

  • Pension estimates or documentation regarding value/calculation/options

  • Social Security statement or benefit estimate

 

You may also fax documents to (503) 451-3090, ATTN: Planning Department, or mail them to the following address:

Horst & Graben Wealth Management
ATTN: Planning Department
3 Centerpointe Drive, Suite 410
Lake Oswego, OR 97035

Thanks so much again,
and we look forward to connecting with you soon!