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Business Planning & Forecasting

Kathy Gregory

”Let’s dig into your personal and business goals, explore industry benchmarks, and possible next steps.”

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Financial Planning & Wealth Management

Maximillian Morgan

”I’d like to learn more about your situation, objectives, and desired value from a financial plan.“

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TAX & ACCOUNTING

Lorilyn Wilson

CPA, PFS

”What’s your biggest tax challenge right now, and how can I help you solve it?”

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Business Strategy

Peter Gregory

”Let’s work together, to eliminate uncertainty, optimize operations, and chart a clear path towards your goals.”

Email

hello@lookaheadadvisory.com
(2-3 business days)

Address

1980 Willamette Falls Dr. # 260
West Linn, OR 97068

Phone

(503) 479-4122

Hours

Monday-Friday | 8:00 AM - 5:00 PM

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