Understanding Today’s Financial Environment
We understand that individuals face unique 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) 603-0880.Click here to see our brochure!
Eric Wishan 
Robert Musante
Tribune Wealth Click here to see our brochure!
Helpful Content
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
9 Facts About Social Security
There are things about Social Security that might surprise you.
View all articles
2012 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Comparing Investments
Estimate the potential capital gains taxes due on your transactions.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement
Rightsizing for Retirement
What does your home really cost?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.