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, CFP and
Fee-Only Financial Planner
360.687.0244
Jay Boekeloo, CFP and
Fee-Only Financial Planner
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?