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Exciting News!

Our Washington Street office will be closing on Monday October 13th and we will be opening our new Sunnyside satellite office on October 27th. 
Office hours for the new building will be Mondays from 10:00 am to 2:00 pm, or by appointment only.

 

New Location :

8800 SE Sunnyside Rd Suite 315S
Clackamas, OR 97015

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Blog

Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Heather Jackson | Jun 6, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Woman writing in a paper planner with a pen
Heather Jackson | Jun 6, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Heather Jackson | Jan 4, 2021

9 Important Details about Early Retirement Plan Rollovers

Retirement

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are

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Yellow Volkswagen van on road in desert
Heather Jackson | Jan 4, 2021

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Heather Jackson | Jan 4, 2021

5 Year-End Tax Planning Opportunities for the Savvy Investor

Tax Planning

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year

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Contact

PO Box 400
Beaverton, OR 97075
 

 

P: (971) 249-9920
F: (503) 643-0163
admin@cpanw.com

 

 

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