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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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • Courtney Mersereau, CFP®
      • Rebecca Semper CFP®, CTFA
      • John LaBarca, CFA, CPA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katie Cummings
      • Emily Arnold
      • Ian Boehme, CFA, IACCP®
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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: financial planning, Oregon, retirement planning · Tagged: financial planning, Health, Health Savings Account, Healthcare Costs, Long-term 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: financial planning, Oregon · 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 courtney mersereau · Categorized: 529 plan, financial planning, investment management, Oregon · Tagged: 529 Account, 529 College Savings Plan, 529 Plan, 529 plans, 529 Prepaid Tuition, college saving, College Savings Plans, financial planning, oregon 529 plans, Tuition Plans

Aug 13 2015

Will Berkshire Hathaway’s Purchase of Precision Castparts Impact the Oregon Economy?

Warren Buffet’s Berkshire Hathaway announced this week that they plan to acquire Precision Castparts, one of Oregon’s few Fortune 500 companies. The deal is Berkshire Hathaway’s most ambitious yet and at $37.4 billion, further strengthens its portfolio’s position in the industrial sector. The transaction requires approval by a majority of PCC’s outstanding shares and closing is expected to occur during the first quarter of 2016.

Precision Castparts and the Oregon Economy [Read more…]

Written by courtney mersereau · Categorized: investments, Oregon, Oregon economy · Tagged: oregon economy

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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