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

  • About
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    • The Team
      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
    • Careers
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    • Investing and Planning for Women
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      • Global Dynamic Strategy
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Mar 29 2022

Marriage and Social Security Retirement Benefits

Since Social Security benefits are often a substantial part of your cash flow during retirement, it’s important to understand how they can be impacted by marriage and divorce. Every relationship and financial situation is different, so it’s wise to be prepared to make well-informed decisions about your benefits.

Marriage and Social Security Benefits [Read more…]

Written by Marina Johnson · Categorized: DIVORCE, FINANCIAL PLANNING, SOCIAL SECURITY · Tagged: FINANCIAL PLANNING, RETIREMENT PLANNING

Jan 26 2021

How to Protect Assets in a Divorce

Protecting Assets in a Divorce

It’s no secret that 2020 was a stressful year for many. With social outlets few and far between, relationships of all kinds were put to the test, especially for those living together. In some cases, the stress of social distancing, shut down measures, and financial concerns amongst the backdrop of a pandemic were simply too much to overcome. Divorce is on the rise around the world. While we hope that love lasts a lifetime, it’s important to consider how a divorce could affect your financial security and future as well as any dependents.

[Read more…]

Written by Marina Johnson · Categorized: DIVORCE, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, INVESTMENTS · Tagged: DIVORCE, FINANCIAL PLANNING

Sep 04 2018

Life Transitions – Navigating Divorce

People are living longer now than ever before. This is surely something to celebrate, however, one of the unintended consequences of our additional longevity is that divorce is on the rise for people over 50. In fact, divorce rates for people 50 and older have almost doubled since the 1990s. Divorce is typically not something you plan for in advance but there are things you can do to prepare for the wide range of emotional and financial implications both before and after it is finalized.

Navigating Divorce

[Read more…]

Written by Marina Johnson · Categorized: DIVORCE, ESTATE PLANNING, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING · Tagged: DIVORCE

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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