8215 Southwest Tualatin-Sherwood Road
We provide tax-efficient, retirement planning,
and investment management services
We're a Christ-centered financial planning firm focused on guiding you and your family to pursue your legacy. We specialize in serving retirees, business owners, and families.
We are an independent firm that provides fee-based planning and investment management services.
Are you on track for retirement? Will you have enough to last your ideal retired life? Our simple approach to the planning process will empower you with confidence to help you make the right choices for your retirement.
Are you a small business owner seeking to maximize your dollars? We provide tax and money saving strategies in seeking to help you keep more of your money.
Check out some of our downloadable PDFs that may provide some valuable information and insights for you.
Essential Financial Data 2022 PDF - Retirement contributions limits, income limits, tax brackets, and more, all on one form.
Legacy Path PDF - Our process of financial planning, laid out in a simple path.
Financial Summary Form PDF - A form to help you see where you stand and set some goals and action items.
Timing Your Retirement
The Long Run: Women and Retirement
How to Retire Early
To Buy or Not to Buy
Social Security: By the Numbers