Vision Capital Management Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more.

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      • Christopher Anissian, APMA®
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
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Apr 01 2024

How a Financial Advisor Can Help in Clarifying Your Financial Picture

Clarifying your financial picture is not just a crucial step but a comforting one in paving the way for a financially successful future. It allows you to set clear goals and effectively understand your overall finances, each contributing to a better understanding and managing your overall financial health. At Vision Capital, we know the importance of providing a well-defined, straightforward financial plan by leveraging our years of experience as Certified Financial Planners ™ and utilizing industry-leading software program eMoney Advisor. This process can bring relief and security, knowing that your financial future is in capable hands.

[Read more…]

Written by Sarah Quist · Categorized: FINANCIAL ADVISOR, FINANCIAL PLANNING · Tagged: FINANCIAL ADVISOR, FINANCIAL PLANNING, PORTLAND OREGON FINANCIAL PLANNER

Feb 27 2024

Navigating the Early Retirement Path: Embarking on Your Golden Years with Clarity

The allure of early retirement, escaping the daily grind for a life filled with freedom and leisure, is a powerful dream. However before taking the plunge, there are many things one should consider to increase the likelihood of a smooth transition and a secure future. This month, we’re delving into a few fundamental aspects to think about before embarking on your early retirement journey.

Early Retirement [Read more…]

Written by Maria Malloy · Categorized: RETIREMENT PLANNING · Tagged: EARLY RETIREMENT, FINANCIAL PLANNING

Jan 31 2024

Financial Planning in the New Year

 

Start the year with good financial habits and lay the groundwork for a healthier and more prosperous financial future. Just like working with a personal trainer to achieve physical fitness goals, working with a financial planning expert can help you improve your financial wellness and make progress towards your financial goals. [Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING · Tagged: FINANCIAL ADVISOR, PORTLAND OREGON FINANCIAL PLANNER

Jan 26 2024

Aging in Place: Practical Strategies for a Secure and Comfortable Home

As American seniors lead longer and healthier lives, the interest in maintaining independence, comfort, and communities is growing. Often this begins with the desire to remain in one’s home as one ages, commonly referred to as aging in place. While interest in aging in place has soared, it can present numerous concerns about safety, feasibility, and accessibility. Careful planning is important because it can significantly mitigate these concerns for individuals and their families and allow for a smoother transition as needs change and increase over time. One of the primary considerations for aging in place is home safety. Falls are a common concern for older adults and for those 65 years and older, studies show that falls account for approximately 60% of all injury-related emergency room visits and over 50% of injury-related deaths. Planning, budgeting for, and implementing strategic modifications to the home to reduce the risk of accidents is paramount.

Aging in Place [Read more…]

Written by Maria Malloy · Categorized: RETIREMENT PLANNING

Dec 22 2023

Decoding FAFSA : Understanding Its Purpose and Latest Updates

If college is on the horizon for yourself or someone you love, you have likely heard of the FAFSA – the Free Application for Federal Student Aid. Used by the government to award federal school aid, grants, and scholarships, the FAFSA is a form that is filled out annually for the upcoming academic year to determine how much a student and his or her family are expected to be able to contribute towards their college education.

FAFSA Student Aid

[Read more…]

Written by Maria Malloy · Categorized: FINANCIAL PLANNING, PARENTING, PERSONAL FINANCE · Tagged: FAFSA, STUDENT LOANS

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More Posts

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