Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
I'm principal of SecondHalf Planning & Investment, LLC, an advisory firm dedicated to helping you successfully navigate your retirement transition and enjoy a purposeful life of financial independence.
Too many people make unsalvageable retirement and investment decisions during the critical second half of life, and they suffer consequences that were entirely preventable. My goal is to help you prepare rather than repair.
I work with you to:
- create a Roadmap for Retirement that harmonizes the life you want with what's possible given your financial resources
- coach you through the retirement...
WHY CABLE HILL PARTNERS:
With more than 100 years of combined industry experience, the Cable Hill Partners team helps families of business owners, professionals and corporate executives, both locally and nationally, pursue their financial goals with thoughtful, tax-sensitive guidance. We are focused on helping our clients achieve their greatest objectives with simplicity, transparency and a disciplined process to measure their progress. Our guidance is tailored to support their current lifestyles, retirement income needs and legacy aspirations, ensuring they feel comfortable at every step of the...
Danny Harlow is the President and Chief Compliance Officer for NW Tax & Wealth Advisory Group, Inc. He began working in the financial services industry in 1973 and is well versed in financial and tax planning topics and strategies.
Mr. Harlow is a member of the National Society of Tax Professionals and the National Society of Accountants as well as two other prestigious groups in the financial industry – the Million Dollar Round Table (of which he’s considered "Top of Table") and the Ed Slott Elite IRA Advisor Group™, led by famed IRA expert Ed Slott. He is a LUTC® with the Life Underwriter...
Karen Day (CRD# 2559976) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Milwaukie, OR and has over 21 years of experience in the finance industry. Karen Day has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Schmidt (CRD# 2338679) is an Investment Advisor Representative working at Meridian Financial Group, Inc. in Milwaukie, OR and has over 23 years of experience in the finance industry.
Jeffrey Vass (CRD# 2278783) is an Investment Advisor Representative working at Meridian Financial Group, Inc. in Milwaukie, OR and has over 23 years of experience in the finance industry.