Home | Linda Kjerulf & Steven Goto

Linda Kjerulf

Financial Advisor

Steven Goto

Financial Advisor

(541) 967-9328

421 Water Avenue Northeast, Suite 4100
Albany, OR 97321

Lrkjerulf45057@wradvisors.com

Sgoto@wradvisors.com

Contact Us Meet the Team

Your Future

Our priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Your retirement is our business.

Whatever your ideal retirement looks like, we can help you prepare.

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Get financial benefits for you and your employees

Your business has unique needs, and we have the resources to support you, your business and your employees.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, we can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and we have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

We offer a full library of resources to help boost your retirement planning and financial knowledge.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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View All Resources

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