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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

Finance
Heather Jackson | Mar 25, 2022

Avoiding Bad Financial Decisions

Finance
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when
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Two people having a picnic by a lake
Heather Jackson | Mar 21, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Heather Jackson | Mar 18, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Savings
Heather Jackson | Mar 14, 2022

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

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Finding the Right Financial Advisor
Heather Jackson | Mar 11, 2022

Finding the Right Financial Advisor

Finance

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo

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stock
Heather Jackson | Mar 7, 2022

How to Create a Financial Plan

Finance

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you

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Hands holding a small wrapped present
Heather Jackson | Mar 4, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Stock Writing
Heather Jackson | Feb 28, 2022

Why Financial Literacy is Important

Education
Finance
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions
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Stock_img
Heather Jackson | Feb 25, 2022

Keeping your Personal Finances in Shape

Finance
Savings

While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you

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Heather Jackson | Feb 21, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Paying off Student Loans
Heather Jackson | Feb 18, 2022

Paying off Student Loans

Finance
Education
College

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be

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Top 5 Financial Terms You Should Understand
Heather Jackson | Feb 14, 2022

Top 5 Financial Terms You Should Understand

Finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

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Beaverton, OR 97075
 

 

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