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

Budgeting might seem daunting and boring, just another task on your long to-do list. You might feel like it will restrict you from spending money how and when you want. But what if I told you that spending just 10 minutes a week on budgeting could change your life, and you'd never want to go back to your "no-budget" days? Here's how I started budgeting, why I did it, and how it's going now.
Entering college is an exciting time, but figuring out how to pay for it can be overwhelming. The rising costs of tuition, housing, and textbooks make budgeting more important than ever. For new students, having a solid financial strategy can make a big difference in reducing the stress of college expenses. This blog will cover key tips on how to pay for college and point out some valuable resources, like Oregon State University’s Center for Advancing Financial Education (CAFE), which helps students manage their financial journey.
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.”

 

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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