ModeWealth

ModeWealth is a retirement and tax planning firm that brings retirement and income planning together with tax-focused guidance. Its team includes retirement and income planning professionals and IRS Enrolled Agents, and it offers personal financial planning, retirement planning, estate planning, individual and business tax preparation, tax planning, and estate and trust tax services.

A free, no-obligation consultation can be booked by phone or through the online scheduling link. The firm serves clients from Salem, McMinnville, the Portland metro area, and across Oregon, and its main office is on Commercial Street SE in Salem. It also runs classes and workshops with local colleges and community organizations.