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...
Richard Jones (CRD# 5226711) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilsonville, OR and has over 7 years of experience in the finance industry.
Thomas Elrod (CRD# 5625218) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilsonville, OR and has over 4 years of experience in the finance industry.