Either write something worth reading or do something worth writing. - Benjamin Franklin

How to Prepare to Buy a Home

Ready. Set. Home. How to Prepare to Buy a Home It is never easy to plan a purchase of a home. Whether you are a first-time home buyer, or onto your 3rd home, there are a number of factors to consider when starting the process of purchasing of a home. Below are a few simple […]Read More

Mortgage Products 101

When it comes to purchasing or refinancing a home, there are a multitude of mortgage products to choose from. Each product has its own strengths and weaknesses, as well as its own unique eligibility requirements. It is important to evaluate one’s own financial situation to find a mortgage product that is tailored best to their […]Read More

Buy, Rent, or Sell a Home?

Inevitably, every year I am asked about buying, selling, and investing in real estate. Is real estate a good investment option now? Should I buy a new primary residence and/or rent out my current home? Is it a good time to sell some of my properties at today‚Äôs market values? The answer is: it depends! […]Read More

About Our Lake Oswego Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400 Lake Oswego, OR 97035

(503) 747-6534

(503) 214-6534

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA92262

(760) 606-0087

(760) 606-0084

Roseville Office

3017 Douglas Blvd., Suite 300 Roseville, CA 95661

(916) 546-8598