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1905 Northwest 169th Place, Suite 220, Beaverton, OR 97006

503.614.8077
info@pnncl.com
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Grow Wealth Efficiently & Build The Life You Want

Integrated tax and financial guidance that helps you grow your wealth, protect what you’ve built, and plan with the destination in mind.

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Where All Your Financial Decisions Work Better, Together

Where All Your Financial Decisions Work Better, Together

Everything connects—your taxes, investments, business decisions, and long-term goals. When it all works together, you can keep more of what you earn and stay focused on the life you’re building. Our team-led approach means you never get “just one advisor.” You get a consistent, down-to-earth team that explains strategies without the jargon and supports you through every stage of life and business.

A Goals-Based Approach, Built Around You

We begin by learning your values, what you want for your family, your business, and your future. Then we help turn those values into clear goals and next steps. From evaluating your current financial picture to planning around life stages ahead, your plan becomes a guide you can trust. And because life changes, we revisit your plan regularly so you always know where you’re headed and why.

Explore Our Approach

Solving Your Unique Needs And Goals

Individuals & Families

We help individuals and families get organized, plan ahead, and make clear, tax-smart financial decisions that support both daily life and long-term goals.

Pre-Retirees & Retirees

We guide clients preparing for or living in retirement with planning that clarifies income, taxes, and the resources needed for future years.

Small Business Owners

We support business owners with integrated tax and financial guidance that helps them manage growth, reduce stress, and plan for the future.

Real Estate Agents

We assist real estate agents with planning and tax decisions that bring structure to fluctuating income and help support long-term goals.

Who We Serve

Keep More, Stress Less,
And Enjoy Life More Fully

Whether you’re preparing for retirement, growing a business, or simply looking for someone who explains the why without the jargon, we’re here to help. Reach out when you’re ready. We’ll help you move forward with clarity.

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Solutions That Support Your Whole Financial Life

Our integrated approach keeps your taxes, planning, and financial decisions connected. Our services help you confidently manage today and plan for the future.

Individuals & Families

Individuals & Families

We help families simplify their financial world, manage taxes proactively, and plan ahead with confidence. Whether you’re budgeting, investing, or preparing for retirement, we’ll help connect the dots.


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Business Services

Business Services

Small business owners rely on us for coordinated tax planning, retirement strategies, and long-term support as they grow. We help you build a business that supports your life, not the other way around.


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Tax & Accounting Services

Tax & Accounting Services

From preparation and filing to bookkeeping, payroll, and IRS support, our tax services are designed to work hand in hand with your broader financial goals. When everything aligns, you keep more of what you earn.


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Resources to Improve Your Financial Literacy

Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Get In Touch

If you’re ready for your planning, investments, and tax strategy to finally live under one roof, and to start making smarter, proactive decisions year-round, we’d love to talk. Get in touch to see how an integrated approach can help you stay ahead of what’s next.

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