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
    • Our Story
    • The Team
      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • Courtney Mersereau, CFP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Langley
      • Ellen Hurd
    • Careers
  • Services
    • Financial Planning
    • Life Transitions
    • Investing and Planning for Women
  • Investment Management
    • Personal Investing
    • Portfolio Construction
      • Global Dynamic Strategy
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      • Large Cap Growth
      • Large Cap Dividend Growth
      • Corporate Bonds
      • Derivative Strategies
    • Institutional Investing
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Oct 16 2017

How to Have a Conversation with Your Financial Advisor

Investment management is challenging to think about, and since much of the conversation with your financial advisor can seem like a lot to conquer, we’d like to offer some tips.

[Read more…]

Written by Katie Cummings · Categorized: ESTATE PLANNING, FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING

Aug 07 2017

13 Vital Tips for Downsizing in Retirement

One of the hardest decisions retirees have to make is when and how to downsize in retirement. As we age, stairs can become a nuisance and as maintenance and utility expenses rise, it can make sense to transition to a more simplified arrangement for living.

Downsizing in Retirement

What’s more, many retirees rely on the equity in their home to help fund their retirement and potential medical costs. [Read more…]

Written by courtney mersereau · Categorized: FINANCIAL PLANNING, HOME OWNERSHIP, REAL ESTATE INVESTING, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING · Tagged: RETIREMENT

Oct 31 2016

How to Prepare for Healthcare Costs in Retirement

Healthcare is one of the biggest and most unpredictable line items to prepare for in retirement. Medicare kicks in when you turn 65 however there is a big gap in what Medicare covers vs. the coverage you’re used to from your employer’s group plan.

Healthcare Costs in Retirement

For a couple retiring in 2015, Fidelity Investments reports that they will need to have an additional $245,000 in savings to cover their healthcare costs in retirement.

[Read more…]

Written by courtney mersereau · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, HEALTH INSURANCE, INSURANCE, OREGON, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING · Tagged: FINANCIAL PLANNING, HEALTH, HEALTH SAVING ACCOUNT, HEALTHCARE COSTS, LONG-CARE CARE, LONG-TERM CARE INSURANCE, MEDICARE, PORTLAND OREGON FINANCIAL PLANNER, RETIREMENT PLANNING

Sep 19 2016

Portland Financial Planner Tips: Preparing for a Natural Disaster

As financial planners, our job is to help our clients prepare for the expected but more importantly, the unexpected. This can include anything from losing a job, suffering a sudden, debilitating health event, and even a natural disaster. As Portland financial planner, we are increasingly aware of the potential for a major earthquake.

Preparing for a Natural Disaster

For this reason, we asked the Red Cross to come in to speak to us about the Cascadia Subduction Zone located off the Oregon coast and their tips regarding preparation for this potentially devastating event.

[Read more…]

Written by courtney mersereau · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, OREGON, TAX PLANNING · Tagged: FINANCIAL PLANNING, NATURAK DISASTER, PORTLAND OREGON FINANCIAL PLANNER

May 23 2016

15 Things to Know About College Savings Plans (with special Oregon 529 Plan Tips)

Do you find saving for college a daunting task?

You are not alone. It’s important to know that you have options for tax-deferred education savings.

529 plans for college savings

The 529 is the most popular college savings plan available. We’ve identified 15 things you should know in order to get the most out of a 529 Plan, with a focus on Oregon 529 Plans.

[Read more…]

Written by courtney mersereau · Categorized: 529 PLAN, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, OREGON, PARENTING, TAX PLANNING · Tagged: 529 ACCOUNT, 529 COLLEGE SAVINGS PLAN, 529 PLAN, 529 PREPAID TUITION, COLLEGE SAVING, COLLEGE SAVINGS PLANS, FINANCIAL PLANNING, OREGON 529 PLANS, TUITION PLANS

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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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