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
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Calculating your potential Social Security benefit is a three-step process.
Building wealth requires protection from the forces of wealth destruction.
A letter of instruction provides additional and more personal information regarding your estate.
What does the Tax Reform and Jobs Act mean for you?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Around the country, attitudes about retirement are shifting.