Who We Serve

Just Starting Out

Building Your Financial Foundation

As an individual between the ages of 25-35, you have a lot to consider as you look to establish the financial aspects of your life.

Top priorities include: Navigating your employer benefit programs & retirement plan options...

Individuals and Families

Individuals and Families in their mid-working years have unique needs that arise. Between the ages of 35-55 a host of many new personal finance issues are likely to surface and require attention...

Pre Retirees & Retirees

As you prepare for retirement, the focus shifts from building your assets to protection and preservation of your assets. If you are already retired and have begun to draw income form or assets or are planning to, having a well-planned income distribution strategy...

Our Services

 

Getting Started

If you’re just starting out and financial planning is an all-new experience for you, this service package is designed especially for you.
 

Investment Management

Holistic approach to investing: Personal financial analysis to determine the optimal investment strategy for you.
 

Retirement Planning

What You Can Expect: A comprehensive retirement analysis to help you determine if you are financially prepared to retire.

Personal Finance for Beginners Blog - Latest Posts

Interview with Madison, a college student attending one of the colleges in Oregon. She shared her story about navigating her educational and financial journey, offering valuable tips she’s learned along the way. Here is what she shared with me, a very profound statement: “Higher education is an excellent goal, but it’s a demanding investment. Knowing the path, you want to follow when starting college is crucial, as it can save you both time and money.”
As a high school student, you work hard to earn good grades and participate in extracurricular activities because you know it's essential if you're considering going to college. Everyone talks about applications, writing essays, and student life, but do any of your friends talk about the cost of living, food, textbooks, transportation, and all the other "not fun" aspects of college? Probably not. Let's discuss how you can financially prepare for your dream college while still in high school.
Kids are watching and learning from their parents. They will pick up a lot of good (and bad) behaviors from their caregivers. Children watch how we, parents, use our money. It's important to teach children about money management from a young age. You can help them learn the value of money, how to save and budget and spend responsibly.

 

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Learn about Personal Finance; everything from  how to choose  the  best Credit card for  you  to how to have fun on a budget