Retirement and Income Planning for You:
A Busy, Affluent and Inspired Women Business Owner who is 5-7 years from Retirement that cares about making Smart Financial Decisions, to create Positive Ripple Effects for you, your Family and Community
and
Women who are taking a bigger role with their financial life or becoming the primary financial decision maker in their family, whether by choice or by changes in life circumstances looking for support from a caring & engaged financial professional.
We work together with the goal of a confident and comfortable transition into and through your retirement, while mindfully balancing other dreams and goals, so that you can enjoy retired life with less worry and more fun.
Putting it all Together - Create your Financial Road Map
Creating a picture of your overall financial picture is a great step to determine where you are now, envisioning where you'd like to be and evaluating the gaps between the two to gain a clear road map of action steps and a benchmark to measure progress over time.
Want to know if your portfolio fits your comfort level with risk?
Take this short quiz to find out more!
How to Bake a Pie-R-A
It May Be Time for a Financial Checkup
Best Financial Advisors in Eugene is an award issued by Expertise.com. Expertise.com identifies potential providers, validates the business qualifications, analyzes professional databases then screens the finalists based on a provider's primary area of expertise, the variety of services they offer, and their years of experience. Nomination or receipt of this award is not a guarantee of future investment success. this recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Securities offered through Cetera Advisors LLC, a registered broker dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC.
Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Cetera is under separate ownership from any other named entity.