Broker Check

1454 NW 6th Street, Grants Pass, OR 97526

877-472-1802

Contact Us   Account Access

Encore Careers: Push Your Boundaries Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement

Build a Stronger Financial Future

We are a comprehensive financial planning firm helping individuals and families build stronger financial futures. We believe that investments are just one piece of the puzzle and our team is dedicated to helping you with every aspect of your financial life, whether you are preparing for retirement or saving for your first house.

We can help you clarify your options and show you what your hard-earned wealth represents: choices, comfort, and freedom. Our goal is to remove your anxiety about the future and give you the reassurance of having a roadmap to your ideal life.

Take a look at our helpful retirement video below:


Helpful Content

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

 

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow