fbpx

Planning

If you’re thinking about hiring a financial advisor, chances are that something big has taken place in your life, and you’re looking for advice, support and guidance.

It might be that you’ve gotten married, or had your first child.  It might be that you’ve received a big promotion at work, or a significant pay raise.  Maybe you have questions about your employer’s benefits package. Maybe you’re wondering how you can simultaneously save for retirement and your child(ren)’s college education, while also paying off your own student loans. Or maybe you’ve had a successful career, are thinking about the next phase of life, and want to make sure you’re on track.

The right advisor will be able to help you with many aspects of your financial life, including but not limited to:

  • Building a budget and managing your cashflow
  • Insurance and risk management
  • Minimizing the taxes you pay
  • If you have children or are planning to, saving for college
  • Getting ready for retirement
  • Creating an estate plan
  • Designing an investment strategy to help fund your goals, while taking no more risk than is necessary, and possibly managing your investments for you

At Springwater, we’ll help you feel more comfortable with your financial situation by acting as an independent, objective resource for you.  And because we’re a fiduciary, you can take comfort from the knowledge that we’ll always act in your best interest.

READY TO GET STARTED?

OUR LOCATIONS

Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008

Our Bay Area office is located in downtown Santa Cruz.

133 Mission Street
Santa Cruz, CA 95060

SCHEDULE A FREE CONSULTATION

If you'd like to learn more about how we can help you build a solid plan for your future, let us know by filling out our contact form. Or give us a call at (888) 998-4796.

CONNECT WITH US

Want to keep up with the latest news from Springwater? Follow us across our social networks.