Life Transitions

Our Philosophy

Life is not static. It changes often according to events that we plan for, and other surprises that we do not see coming.  Managing these twists and turns, in the context of the bigger picture, means designing a financial plan with the potential to grow and change with you.  Meeting your financial goals depends on your ability to respond effectively to any changing needs, and this is why so many people seek our advice during times of transition.

Common transitions that people may face:

  • Caring for an Aging parent
  • Marriage
  • Birth of a child
  • College planning
  • Estate planning 
  • Selling a business
  • A Job or Career Change
  • Selling a Business
  • Business Financial Planning and Succession
  • Divorce (see more)
  • Healthcare Issues
  • Retirement (see more)
  • Optimizing Social Security Pensions
  • Death of a Spouse

If you are concerned about whether your financial plan effectively addresses any future transitions in your life, now is the perfect time to contact us.

Investment Advisory Services, Financial Planning, and Wealth Management Services offered though Willamette Financial Advisors, LLC, an Registered Investment Advisor in the states of California, Idaho, Oregon, Tennessee, and Washington.
Securities also are offered through Centaurus Financial, Inc., member of FINRA and SIPC.
Willamette Financial Advisors, LLC and Centaurus Financial, Inc. are not affiliated. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.• 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97034 • (503) 747-0306.

 

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