Understanding Today’s Financial Environment
We understand that individuals face distinct challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (503) 446-5003.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Important items to consider when purchasing condo insurance.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
When to start? Should I continue to work? How can I maximize my benefit?
For many, retirement includes contributing their time and talents to an organization in need.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like old receipts in a junk drawer.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In life it often happens that the answers to our most pressing questions are right in our own backyards.