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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    • The Team
      • Christopher Anissian
      • 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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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

Oct 26 2020

All About Pet Insurance

We all know the importance of having health insurance for ourselves and our families, but what about for our four-legged family members – our pets?

Pet Insurance

[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, INSURANCE · Tagged: FINANCIAL PLANNING, PET INSURANCE

Sep 28 2020

Health Insurance Enrollment Explained, Including Medicare

Whether you’re eligible for Medicare, signing up for employer-sponsored healthcare, or finding an individual plan on the marketplace, health insurance can be one of those topics that finds its way to the bottom of our to-do list and makes us all sigh.

Health Insurance Enrollment ExplainedUnderstanding your health coverage options can be a daunting task to navigate, but avoidance can have real consequences to your health and well-being! It’s important to be mindful of what coverage you need, annual enrollment and change periods, and potential penalties of missing deadlines in order to ensure you’re signed up on time for a plan that fits your needs.

[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, HEALTH INSURANCE, INSURANCE, MEDICARE, TAX PLANNING · Tagged: FINANCIAL PLANNING, HEALTH INSURANCE, MEDICARE

Jan 02 2020

Why Umbrella Insurance?

Picture this scene: your child’s friend is over at your house, they’re playing on the trampoline and things are getting a little rowdy. Your child’s friend lands wrong, breaks their ankle and is rushed to the hospital. Their parents, who had always been pleasant and seemingly reasonable, now blame you for the incident and have decided to sue you for negligence. Without an umbrella policy in place, you face significant risk to your assets and financial security.

Umbrella Insurance [Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, REAL ESTATE INVESTING · Tagged: FINANCIAL PLANNING, UMBRELLA INSURANCE

Oct 30 2019

Life Transitions: Getting Married

Getting married is the start of something exciting and should be a joyful time. You’ve found the love of your life and it’s safe to assume that thinking through the financial risks of merging assets is an uncomfortable subject between you and your spouse.

At the same time, there are practical matters that you should discuss during your engagement period to prepare for the unexpected. Communication is key to setting yourselves up financially and legally for whatever life sends your way.

Life Transitions - Marriage

[Read more…]

Written by Marina Johnson · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, INVESTMENTS, RETIREMENT PLANNING, TAX PLANNING · Tagged: FINANCIAL PLANNING, LIFE TRANSITIONS

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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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