Oregonians Financial Planning

US 30 bridge with yellow leafed trees around it

Financial planning isn't something you should try to figure out on your own. Insert Oregonians Financial Planning ("OFP") and our LPL Financial Advisor^*, Taylor McClish. Together we're here to help.

Account View

For current OFP clients

Log in to view your portfolio, statements, confirmations, and secure documents. You can also research investments and share documents with Taylor.

Services Offered

Program products and services available include, but are not limited to:

Retirement Planning

Define goals, take an honest current financial assessment, and focus on the long term.

Estate Planning

Without an estate plan, your assets could be in limbo for years after you die. Make a plan now.

Wealth Management

Grow and protect your wealth over time with a personalized strategy based on your goals.

Social Security

Plan for when to start receiving these valuable benefits to maximize your retirement goals.

401(k) Rollovers¹

Invest, transfer, roll into in IRA... get help with deciding and making it happen.

Investment Strategy

Get help investing in mutual funds, exchange-traded products, annuities or other securities.

Taylor is located at our NE Portland branch. He can meet members at any of our locations.

Call/Text: 503-239-3060

Email: Email Taylor

Meet our Advisor

Meet our LPL Financial Advisor*, Taylor McClish. He's an original Oregonian who enjoys the great outdoors, the Blazers, and local jazz. He’s helped hundreds of Oregonians members better prepare for the road ahead. He can help you, too.

Not sure where to start? Oregonians members have access to a no-cost, no-obligation consultation with Taylor.

Request a Consultation

Taylor’s FINRA registrations held with LPL Financial:

Taylor is licensed in 19 states, including Oregon and Washington. You can check his professional background on FINRA's BrokerCheck.

Series 6: Investment Company Representative
Series 7: General Securities Representative
Series 63: Uniform Securities Agent
Series 66: Uniform Combined State Law
SIE - Securities Industry Essentials

Request a Consultation

Oregonians members get an initial consultation that's of no cost, and no obligation.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Oregonians Credit Union and Oregonians Financial Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Oregonians Financial Planning, and may also be employees of Oregonians Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Oregonians Credit Union or Oregonians Financial Planning.
Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

¹Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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