Our Approach

What are your dreams and goals for retirement? We can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

More...

Recent Activity RSS

Our Videos

More...

Our Photos Show Thumbnails

Our office in Vancouver, WA - 15609 SE Mill Plain Blvd Suite 100

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

What will your retirement look like?

You've been working hard, planning and saving for your retirement. But, have you identified what your retirement will look like and how much income you'll need to support it? It may be time to move past the generic retirement calculators. Together, we can review your individual goals and financial situation and identify solutions to help you achieve your retirement dreams.

More...

Get timely market insights via email

Interested in the markets and investing? Subscribe to your choice of publications from the investment professionals at Columbia Management, one of the nation’s largest asset managers. You’ll receive regular insights on financial markets, global and economic issues and investor needs and trends via email.
Subscribe now

More...

Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Small Business
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies

Community Participation

Camas- Washougal Rotary

Financial Planning Association

Wine & Food Society of Clark County

Recommended Articles All Articles

Files for Download

Calculators All Calculators

Features