Retirement Income Planning for Affluent, Inspired Women Business Owners and their Families
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. We invite you to check out this brief video for more information.
Want to know if your portfolio fits your comfort level with risk?
Take this short quiz to find out more!
It May Be Time for a Financial Checkup
Preparation is the Key to Retirement
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.