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) 446-5003.
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Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Six overlooked tax deductions to help manage your tax bill.
An inside look at how marginal income tax brackets work.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Is your estate in order? This short quiz may help you assess your overall strategy.
For many, retirement includes contributing their time and talents to an organization in need.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.