Littlejohn Financial Services INC

About Littlejohn Financial Services INC

<p>Across southern Oregon and the Salem area, Littlejohn Financial Services INC works with clients who want hands-on guidance without a product sales quota driving recommendations. The firm is a Registered Investment Advisor with offices in Roseburg (headquarters) and Salem.</p> <p>Littlejohn Financial Services acts as a fiduciary, which means it is legally required to put clients’ interests first and provide transparent advice. The firm works with individuals and businesses on investment decisions and longer-range planning, with an emphasis on building strategies that match real-world goals rather than one-size-fits-all models.</p> <p>For employer plans, the firm supports plan sponsors as a 3(21) fiduciary advisor. That includes help with investment selection and monitoring and practical support around plan oversight for company retirement plans and pensions.</p> <p>What differentiates Littlejohn Financial Services is the mix of a team-based workflow with customized planning, so clients can get consistent support while still keeping the advice tailored to their situation.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services as a 3(21) fiduciary</li> <li>Financial planning and goal-based strategy work</li> <li>Portfolio management for individuals and businesses</li> <li>Retirement plan and pension consulting</li> <li>Client education and plain-language explanations of investment choices</li> </ul>

Website: https://littlejohnfs.com/