How We Help
At Springwater Wealth, we specialize in helping independent women create financial security, and cultivate peace of mind for the future.
When you work with us, you’ll receive expert advice about:
Cash Flow – Making sure you have enough resources to meet your long-term spending needs.
Insurance – Helping you determine what kinds of insurance you need, how much and for how long.
Retirement – Organizing your resources – like investment and retirement accounts, pensions, Social Security and Medicare – to ensure your long-term financial security.
Investments – Developing a low-cost, tax-efficient strategy that takes no more risk than is necessary to meet your goals.
Estate Planning – Encouraging you to put in place the right documents and tools that support your estate and charitable goals.
Our goal is to explain and simplify the complicated, and to be a trusted resource in your financial life.
An Independent Woman’s Guide to Retirement
This guide outlines steps you can take prior to and during retirement to improve your financial security and secure financial independence for life.
Schedule a Free Consultation Today.
5335 Meadows Road, Suite 240
Lake Oswego, OR 97035
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