Salem, OR

Serving the Salem area since 2014, our Salem office is centrally located in Oregon’s capitol near the intersection of Interstate 5 and Highway 22. We are a NAPFA registered fee-only financial planning firm. For a free, no-obligation Get Acquainted meeting at this location, give us a call at 360-687-0244.

Salem, OR

3995 Hagers Grove Road SE
Salem, OR 97317
360-687-0244
Tim Massie Retirement Planning in Vancouver Washington

Tim Massie, CFP and
Fee-Only Financial Planner
360.687.0244

Retirement Planning in Vancouver Washington

Jay Boekeloo
Fee-Only Financial Planner
and CFP Candidate
360.687.0244

COMMON QUESTIONS WE ANSWER

  • Do I have enough money to retire?
  • Will I run out of money while in retirement?
  • What are topics and other areas that I might not be aware of or that I should know about going into retirement?
  • How should my portfolio look going into retirement compared to when I was saving for retirement?
  • Which pension option should I take?
  • When should I take Social Security?
  • Is my money invested correctly?
  • Do I need long term care insurance? How much does it cost?


Request a free, no-obligation
“Get Acquainted”
meeting to see how we can
get you on track!

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Or, you can always call us at 360.687.0244!

Financial Planner in Vancouver