Investment Services Smart Investments with Quality Assistance We know setting financial goals and planning for your future can seem overwhelming. That’s why Point West offers professional investment services courtesy of our partnership with Lion Financial and Dean Eisenbraun, a registered representative of KMS Financial Services, Inc. Building a Relationship You know where you are – and where you want to go. Our goal is to help you get there. Services Offered Asset management Pre-retirement planning Retirement income strategies Asset allocation PERS evaluation & counseling Member Centered Approach When it comes to financial advice it’s all about you. Whether you’re saving for retirement, planning for something special, or simply looking for a little more financial stability we’re here to help you pursue your goals. Benefits of Working With a Financial Advisor Organize and simplify your financial life Access in-depth knowledge of financial solutions Spend more time doing the things you cherish most Enjoy a sense of comfort with the knowledge that someone who works with investments every day is working for you. No obligation consultation Financial Advisor Dean is a Financial Adviser registered through KMS Financial Services, Inc.* He works in partnership with members to identify needs, establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultation in order to help meet financial objectives. Dean’s mission is to develop a financial relationship by providing professional guidance, solutions based on client needs, and a relaxed environment in which to discuss financial issues. These are the cornerstones of Dean’s business. Dean became a financial adviser in 2005. He holds Series 7, 63, and 65 registrations through KMS, in addition to Oregon and Washington state life and health insurances licenses. Dean Eisenbraun – Financial Advisor 503.505.6907 Email Dean Eisenbraun Back to top of page Online Made Easy. Manage your accounts how you want, when you want. Even though we’re based in Portland, Oregon; Point West offers all the benefits of Online Banking, so you can take us with you wherever you go. So go on! Get out there! We’re only a mouse click away. Online Banking Personal Auto Shopping. In the market for a new or pre-owned vehicle? Let Russ Johnson and Auto Mentors be your first step! We’ve partnered with Auto Mentors to help you find the vehicle you want without setting foot on the lot. We’ll get you into your new vehicle in no time! Our Auto Loans Loans Simplified. As a not-for-profit, member-owned, Portland, Oregon based credit union, we return the money we make to our members in many ways, including low loan rates. Compare our loan products and rates today. Apply Now Securities and advisory services offered through KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor. Lion Financial and KMS are separate and unaffiliated. Lion Financial is not a registered investment advisor or broker-dealer. Check the background of your financial professional on FINRA’s BrokerCheck. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you. This site may contain links to articles or other information that may be contained on a third-party website. KMS Financial Services does not control, adopt, or endorse content contained on third party websites. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: KMS California Privacy Notice.