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.
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Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What kind of auto insurance should you have? Do you know?
Understanding the value of a home warranty.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Understanding how capital gains are taxed may help you refine your investment strategies.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What if instead of buying that vacation home, you invested the money?
Here’s a crash course on saving for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
When do you need a will? The answer is easy: Right Now.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?