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Portland Financial Planners

Discussing investments with Portland financial planners will give you the best opportunity to turn a profit. When you can make money without having to take a second job then you are doing pretty well. It is a great feeling to know you have the money to cover the necessities of living in Portland, Oregon but also the luxuries. After all you might want to drive to Eugene for a University of Oregon football game.

You can look online for a Portland financial planner that specializes in your area. This could be figuring out the prices for buying a home or starting your very own business. You can work in a home office or planning for a college education, but you need to have expert financial advice.

Experienced Financial Planners

Working with experienced Portland financial planners will help you feel more comfortable about investing your money into your business or employee benefit program. Participating in things such as 401k account and Roth IRA systems can be tricky to understand. When you find the right Portland financial planner to work with you can figure everything out easier.

Certified planners in the Portland, Oregon area are going to have investment tools that can help a small business become a large one and a married couple plan for parenthood and handle a job loss. You can find a Portland financial advisor to give you advice on retirement planning and medical insurance when you look online. They can help you with Portland mutual funds and growth funds.

Learning about the differences in 401k options will also help you. When you receive this advice you can pay your planners through a commission if that makes it easier. A commission is going to be a set percentage that the Portland financial planner receives when you make a profit. Alternatively you could be using a fee only Oregon financial planner to handle all your investments. The decision is based on your comfort level and whether or not you use a large financial advisor company.

Budgeting for Group Health Insurance

Portland financial planners can help both employees and the employer. When you come to financial planners for assistance they are going to see what resources you have at your disposal. If you are an employer then you could need a new interest rate negotiation for a loan. Alternatively employees can figure out how employee benefits can save them money.

When you use employee benefits to your advantage you will start to see even greater opportunity for investments. One of the best sources of money you have as an employee is group health insurance. Most health insurance options for companies are health management organized, but they are still a great money saver.

Having medical insurance will also help keep you healthy. When you are healthy you can decrease your stress easier and enjoy your time better. This can help you work more which will lead to a higher paycheck, but it will also help you insure your family for less. Group health insurance rates are very affordable.

As an employer your certified financial planners can help you find the best providers in the Portland, Oregon area. Planners will also review national rates for group health insurance. Your Portland financial planner understands that being able to offer health insurance will help you attract better employees. With a strong workforce you are able to be more efficient and therefore save money.

While you might not make these connections your Portland financial planners will. This observation will help them invest your money in a more efficient manner helping you reach all your goals that need assistance. Learn about your investment options when you look online for an advisor in Portland, OR.

Thinking About All Investment Opportunities

What do you want to invest for? Your Portland financial planner will want to know this so they can find out what the best investment options for you are going to be. People wanting to retire early for example will want to take an aggressive, yet stable path towards a Roth IRA or IRA. That is just one example of what you can do with your retirement planning.

Investments into mortgages, stocks, bonds and mutual funds can help you increase your annual income. The more money you are bringing in without having to work additional hours can be seen as free money. With the money you earn from a 401k or IRA dividend you can make sure that your emergency fund is healthy so you can handle all your expenses.

Portland financial planners have the training to know which money markets are the smartest for you to get involved in. Making poor investment decisions will adversely affect both your credit rating and your savings. This could put you behind on saving for college and delay you when you are buying a home.

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Financial Planners in Portland

Michael D. Clancy, CDFA
Michael D. Clancy, CDFA
805 SW Broadway
Suite 2600
Portland, OR 97205

Greg Bowen, CFP, ChFC
Greg Bowen, CFP, ChFC
8050 SW Pfaffle St. #100
503-620-5236
Portland, OR 97223

Laura Johnson
Laura Johnson
10500 SW Greenburg Suite 200
Portland, OR 97223

Van  Mason, CFP, CLU, MBA
Van Mason, CFP, CLU, MBA
Offices in Portland and Beaverton - 8625 SW Cascade Avenue Suite 240 Beaverton, Oregon 97008
700 NE Multnomah Suite 256 Portland, OR 97232
Beaverton, OR 97008

Thomas Daniels
Thomas Daniels
5000 Meadows Road
Lake Oswego, OR 97035

David Fennell
David Fennell
305 SE Chkalov Drive Suite 113
Vancouver, WA 98683

Van Mason, CFP, CLU, MBA
Van Mason, CFP, CLU, MBA
201 NE Park Plaza Drive Suite 280
Vancouver, WA 98684

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