Your Goals Are First and Foremost
We partner with working professionals and professionals nearing retirement who want to grow their wealth and live their best lives.
Our focus is to help you achieve your pursuit. We focus on making the most of your cash flow, optimizing your nest egg, helping you evaluate key financial decisions, and enjoying your best life.
Nate Baim, MBA, CFP®
Financial Planner, Founding Member
Pursuit Planning and Investments, LLC, is a Registered Investment Adviser in the States of Oregon and Indiana. Prior to any advisory work conducted outside Oregon and Indiana, Pursuit Planning and Investments, LLC, would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.
We offer fee-only fiduciary financial planning and investment management services.
Who We Serve
Professionals
Are you accelerating your career? Are you trying to coordinate your finances with your partner? Are you concerned about maximizing your current lifestyle while saving for your future goals? Are you looking to balance today's needs with tomorrow's goals?
Pursuing your goals will require you to answer many financial questions.
Professionals Nearing Retirement
Are your preparing for retirement? Are you concerned about reducing your taxes in retirement? Are you wondering if your investment portfolio is best positioned for retirement? Are you evaluating how to live off your nest egg while in retirement?
Optimizing your plan for retirement may significantly impact your future.
From the Blog
