Our team of CERTIFIED FINANCIAL PLANNER™ professionals is knowledgeable, reliable and passionate about empowering our clients and their relationship with money. We bring a diverse set of talents and areas of focus. We use a collaborative approach in caring for our client families, meeting weekly to discuss what’s happening in their lives and finding ways where our individual strengths can most benefit their unique situation. This way, our clients get the best of us all.
Larry loves to explain difficult concepts simply. He is often collaborating with clients on their business transitions, estate planning aims and investment decisions.
Brenna has a knack for helping clients develop tangible steps to meet their goals. Her focus is proactive tax planning, goal funding and long term forecasting.
Katherine encourages clients to ask, “What if?” She helps to answer questions around cash flow organization, retirement planning and risk assessment.
They prefer to spend life focusing on their families and careers, rather than sorting through the increasingly difficult and complex world of personal finance. They entrust us to be a part of their team.
We are proud to work with our clients across decades and generations. It’s not uncommon for our conference room to fill with two or three generations, all collaborating, all on the same page.
We are privileged to serve clients from all backgrounds, but a large portion of them fall into one of the three P’s: physicians, professors and public employees. In addition, we serve a number of small business and farm owners and quite a few retirees.
We work every day to earn and maintain the trust of the clients we are privileged to serve. We actively seek ways to make their lives better and genuinely enjoy helping.
They recognize the value of their time – and our expertise. In our work together, we strive to create clarity through customized planning and empowerment through ongoing education.
We genuinely enjoy and respect our client families. We look forward to seeing them and go out of our way to find opportunities to make their lives easier.
This time of year finds many of our client families vacationing somewhere near the equator. When they return home, they sometimes bring back more than just a tan, returning as an owner of a timeshare and unsure of whether or…
It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments…
What a difference a few months can bring. The fourth quarter of last year was sure a tough one, with uncertainty and general angst pushing prices down significantly. The first quarter of 2019 was quite the opposite. Such is the…
The federal income tax filing deadline for most individuals is Monday, April 15, 2019. Residents of Maine and Massachusetts have until Wednesday, April 17, to file their 2018 tax return because April 15 is Patriots’ Day and April 16 is…
Time is flying and we’ve buttoned up the first quarter of 2019. As is our custom, here’s a short update on what our team has been up to. Michelle has been delightedly occupied with getting a jump on the New…
When we consider our own mortality, most of us have a few wishes in common. We want to be in our own space, with people we love and avoid suffering. These requests feel obvious, almost like basic human rights. But,…
In the life of most working individuals, there’s a turning point, where you move from living paycheck to paycheck to finding a bit of extra money left in your account at the end of each month. What you do with…
The March FOMC meeting ended as many predicted—with no change to the fed funds rate, which is currently set at 2.25-2.50%. Regardless, the meeting was closely watched in terms of how the Fed planned to communicate a stance on policy…
Market watchers and strategists are big on anniversaries, so have been acknowledging that about 10 years ago, March 9, 2009, marked the end of the Great Recession bear market and beginning of the bull market run of the past decade.…
Since 1950, the Salem Chamber has honored those who exemplify servant leadership. These are individuals who, through their business, volunteering, and philanthropic efforts, improve the lives of those in the community by serving first. The First Citizen Awards Banquet recognizes individuals…
The following has been provided by Broadridge Investor Communications Solutions, Inc. Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2018. You have until your tax return due date (not…
For those of you with a charitable heart over 70.5, you might have donated to your favorite charity directly from your IRA last year. This gifting strategy, technically called a Qualified Charitable Distribution (QCD), has increased in popularity over the…
For the fourth time, our firm is thrilled to partner with Collier Law and Willamette Valley Hospice to bring Women’s Worth. This 2-hour seminar has been created by and for women. Why is this important? Here are a few unsettling…
