Have you wondered how you can balance your own lifestyle with supporting family, friends or charities you care about?
We can empower you to make smart decisions that will protect your future and give you peace-of-mind.
You want the best for your financial future. We can help. At Springwater Wealth, we specialize in helping independent women create financial security, plan for retirement, and cultivate peace of mind for the future.
You’ll meet with our professional advisors in a one-on-one consultation (virtually, if necessary) to discuss your money strategy and goals. Planning for the future can be overwhelming, but it doesn’t have to be with our expert advisors here to help you create a financial strategy that is consistent with your values.
We know that everyone has unique needs when it comes to financial planning, so we’ll help you address your specific concerns.
When you work with us, you’ll receive expert advice about:
Retirement – We’ll guide you in understanding your financial timeline for retirement, including when you can retire, lifestyle adjustments you may have to make, and what to do with your 401(k) or other retirement accounts.
Investments – We’ll show you how to invest to meet your goals while taking no more risk than you need to.
Planning ahead – We’ll help you build a financial plan that aligns with your values, so you can enjoy life, knowing your future is secure.
Social Security, Medicare, and other benefits – We’ll help you understand the benefits for which you may be eligible, how to maximize the benefits, and how to apply for the benefits.
For more information about how we can help you plan for the future and create peace of mind, please schedule a call or meeting with us today.
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.
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