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.

  • About
    • Our Story
    • The Team
      • 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®
    • Careers
  • How We Help
    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
      • Investment Update
      • Environmental Social Governance
  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
    • Nonprofits
    • People Experiencing Life Transitions
    • Professionals
    • Women Seeking Female Financial Advisors
  • Learn More
    • Blog
    • Events
    • FAQ
    • Contact
  • Client Portal
  • Contact

Oct 29 2023

Financial Guide to the Northwest: Comparing Oregon and Washington

Northwest living offers green landscapes, mountains, beaches, and plenty of outdoor fun. Living in Oregon or Washington, two of these beautiful northwest states, bring very different financial planning considerations. This financial guide to the northwest outlines some of the important factors that impact optimizing after tax investment returns, life transitions, and saving for college.

Northwest Financial Guide
[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, OREGON · Tagged: NORTHWEST

Apr 27 2020

Tips for Life During a Pandemic

For many of us, the COVID-19 outbreak has drastically changed the way we live, work, and enjoy our free time. Perhaps we weren’t as prepared for an emergency as we thought we were or never expected the government would tell us to stay home. Restaurants, bars, parks, and beaches all closed? No way! A line to get into the grocery store? You’re kidding. Signs along the highway reminding us to stay home to stay safe? It feels more like an apocalypse movie than real life. Without access to our usual ways of socializing and entertaining, we’re having to get creative – virtual happy hour anyone?

Stay Home Sign

Since we’re all in this together, let’s do what we can to make it as comfortable and tolerable of an experience as we can. Understand that life is different right now and it’s important to adjust our expectations for ourselves and others accordingly. And maybe the silver lining is that we’ll have a better idea of what we need in order to maintain our health, happiness, and overall well-being when life returns to normal.

[Read more…]

Written by Marina Johnson · Categorized: OREGON, UNCATEGORIZED · Tagged: COVID-19

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 Marina Johnson · 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 Marina Johnson · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, OREGON, TAX PLANNING · Tagged: FINANCIAL PLANNING, NATURAL 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 Marina Johnson · 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

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube
  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
  • Directions
    • About
    • Individuals
    • Institutions
    • Resources
    • Contact

    © 2025 Vision Capital Management, Inc. | Privacy Policy | ADV Brochure | ADV Supplement | Form CRS