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
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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®
      • Cliff Yount, IACCP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Chris Sizemore, CPWA®, CMFC
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
      • Madison Steinbrenner
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
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Aug 07 2017

13 Vital Tips for Downsizing in Retirement

One of the hardest decisions retirees have to make is when and how to downsize in retirement. As we age, stairs can become a nuisance and as maintenance and utility expenses rise, it can make sense to transition to a more simplified arrangement for living.

Downsizing in Retirement

What’s more, many retirees rely on the equity in their home to help fund their retirement and potential medical costs. [Read more…]

Written by Vision Capital Team · Categorized: FINANCIAL PLANNING, HOME OWNERSHIP, REAL ESTATE INVESTING, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING · Tagged: RETIREMENT

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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