Financial Help for GenX by GenX
If Generation X can survive the 80’s, they can survive pretty much anything, right? Just when you feel like you’re hitting your groove in life, your responsibilities are more real than ever before: growing your career, raising children, caring for elderly parents, and retirement on the not so distant horizon.
At this stage in life, time is your greatest asset and it can be difficult to find the time to think about things like investing, budgeting, financing college, and retirement planning. The catch is that your 40s and 50s can be pivotal years in determining the long-term success of your financial plan.
We’re regularly helping our Gen X clients:
- Save and pay for college
- Upsize a home
- Navigate difficult family transitions
- Invest an inheritance
- Consolidate and rebalance 401(k) accounts from previous jobs
- Save and plan for retirement and other future goals
Through our investment management platform, we will help you grow your wealth so you’re ready for everything life throws at you. We’ll help you find a balance between living your best life today and planning for the future.
For GenX by GenX
Get help from advisors that are living the GenX challenge
Local Support
Easily visit and discuss your unique situation at our Portland office
Team Approach
Get the experience and expertise of the whole Vision Capital team.
The team at Vision Capital is pleased to offer comprehensive wealth management services, including financial planning and investment management, for our clients.
A minimum of $500,000 in investable assets is needed.
If you are interested in more information about our services, fill out the form below and we will connect with you soon.
