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...
Timothy Porter (CRD# 5065974) is an Investment Advisor Representative working at Smb Financial Services LLC in Lake Oswego, OR and has over 10 years of experience in the finance industry. Timothy Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, the 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...
Grant Bledsoe (CRD# 5424910) is an Investment Advisor Representative working at Three Oaks Capital Management in Lake Oswego, OR and has over 10 years of experience in the finance industry. You can find Grant's blog at http://abovethecanopy.us.
Alexander Dolle (CRD# 6324087) is a Fixed Income Portfolio Manager working at Northwest Investment Counselors in Lake Oswego, OR and has 10 years of experience in the finance industry.