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
Younger people are often excited by the prospect of retirement planning and dreaming of life after work. However, for those nearing the final phase of their careers, retirement can be a frightening prospect. You’ve worked incredibly hard to get to this point but now what? How will you spend your time? What will you say when people ask what you do? Do you have to learn to play golf?
With so many options available to investors today, it isn’t always easy to know the right things to look for when finding a financial advisor. Many people believe that words like “broker” and “advisor” are interchangeable for example.
That simply isn’t the case. There are different rules and regulations regarding the two. Failing to understand these differences may cost you a great deal of money.
Certified
Private Wealth Advisor
