We Are One Of Portland’s Leading Financial Planners
Today’s markets are turbulent and unpredictable, making a prudent financial plan an absolute necessity. But, did you know that today’s market climate offers many opportunities for investment?
Our mission is to help our clients chart a successful path through challenging markets by taking advantage of opportunities for growth while helping to preserve their assets. Our financial planning process is based on five key tools that we call Investing Simplified:
- A clear understanding of your financial and personal goals developed through ongoing conversations;
- A well-defined roadmap for achieving those goals based investment strategies;
- Ongoing advice to help adjust your roadmap when your needs change or market environments shift;
- Tax strategies to help you keep more of what you make, especially critical with today’s new tax laws;
- Estate planning to help your family minimize estate taxes and make sure your estate is handled the way you want.
Call for an Appointment today 800-749-5022
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The uncertainties we face in retirement can erode our sense of confidence.
Can you keep up with your children’s mobile slang?
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.
Around the country, attitudes about retirement are shifting.
Here’s a crash course on saving for college.
Do you have causes that you want to support with donations? Here are three tips.