CONNECT

Address:

3720 SW 141st Ave, Suite 200
Beaverton, OR 97005

Phone:

(503) 350-2321

Fax/Other:

(503) 924-3931

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • The Retirement Income Factor

    The Retirement Income Factor

    How much money will you bring to retirement?

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • What Is Investment Risk?

    What Is Investment Risk?

    How different types of risks can adversely affect your investments

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

  • Behavioral Finance

    Behavioral Finance

    Reacting emotionally may hinder your investment results.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck