logo

Articles

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

Why Do You Need A Wealth Manager?

“Money is the opposite of the weather. Nobody talks about it, but everybody does something about it.” – Rebecca Johnson. Let’s change this quote and actually start talking about money. Managing your own finances is a lot like doing the one chore on the list nobody else in the family wants to do. It can […]Read More

Financially Successful Children

Back to school is around the corner. For some parents, it’s a sigh of relief. For other parents, it’s a sad reminder that our children are all grown up. Nonetheless, we all can agree that the majority of our emotional efforts and work that we put forth is for the success of our children. In […]Read More

Fundamentals of Investing

Last month, Portland had a string of semi-warm, sunny days-a rarity for Oregon in February. I was fortunate enough to bring my two youngest children out to the bottom of our hill to watch them ride their bikes. My youngest was new to the whole game. It took him some time to acclimate to the […]Read More

A Healthy Financial Start to 2012

Greetings and happy New Year from Lifelong College Savings! As we move into 2012, many of us reflect on the previous year, and make resolutions for the upcoming year. To kick-off 2012, following is a recap of 2011 and financial tips to start the year with a financial bang. RECAP Although there has been a […]Read More

About Our Financial Planners

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

Portland Oregon 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, CA 92262

(760) 606-0087
(760) 606-0084

 

Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598