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.
When it comes to retirement, the most common concern we hear from our client couples isn’t usually related to their finances. It’s personal. Among the top for many long term couples? “How are my partner and I going to handle…
As of today, fees previously associated with a credit freeze have disappeared. This has renewed the conversation around placing a credit freeze and identity protection. Last fall in the wake of the Equifax data breach, we shared strategies for adults to protect…
It was our pleasure to serve as table captains at today’s Champions for Children luncheon. Liberty House Child Abuse Assessment Center holds this fundraising luncheon every fall in an effort to spread the word about the vital services they provide…
On December 18, 2017, our office posted an article titled, “What to Make of the Rise in Bitcoin and Other Cryptocurrencies?” On the previous day, Bitcoin reached an all-time high of nearly $20,000 – a price it has not seen…
Lifelong learners make the best financial planners. It’s a vital part of what makes us not only a knowledgeable resource, but a trustworthy partner for our clients. Every fall, a handful of these financial planners attend a unique retreat. Where thought…
Emerging markets have long been characterized by unique, idiosyncratic factors and higher volatility, especially compared to more established markets such as the U.S., Europe and Japan. This is true despite an expansion of opportunities and greater investor acceptance of these…
According to the most recent Congressional Budget Office (CBO) projection, the federal budget deficit for fiscal year 2018 (which ends on September 30) will reach $793 billion, or 3.9% of gross domestic product (GDP). This figure is $230 billion larger…
It’s no secret that a 529 plan offers tax advantaged growth for college expenses like tuition, books, supplies, etc. What isn’t as clear is who should own the account? The parent or the grandparent? As CERTIFIED FINANCIAL PLANNERS™, we get…
As many of our client families approach age 70½, they begin to consider the impact their required minimum distribution will have on their income and tax liability. A common question that crosses their minds: Should I consider delaying my first required…
What is the current level of recession risk? It’s always prudent to ask these questions when conditions are benign, since that’s when the downside of the current good times is usually the most ignored. It seems everyone in the world…
For the past two years, I’ve had the great pleasure of teaming up with Willamette Valley Hospice and Collier Law. Together, we’ve brought the opportunity for knowledge and empowerment to women in our community. The last several seminars have been such a great success,…
Last spring, my wife Laurie and I bid on an auction item at the Rotary Club of Salem dinner and auction. The package included and a private tour of the Oregon State Hospital Museum of Mental Health. We decided to take our team, and…
The Memorial Day weekend is usually the beginning of the summer driving season, and — not coincidentally — often a high point in the annual ups and downs of gas prices. This year, almost 37 million drivers hit the road…
