“Your success in investing will depend in part on your character and guts, and in part on your ability to realize, at the height of the ebullience and the depth of despair alike, that this too shall pass."
— John Bogle , retired CEO, The Vanguard Wealth Group
Comprehensive Financial Planning
to Help You Achieve Your Lifestyle Goals
What are your financial goals? Would you like to travel extensively after you retire? Are you planning to return to graduate school to study a subject that really interests you? Will you build that vacation home you’ve dreamed about? Do you want to start your own business?
Or is it time to just review your situation in general and determine if you're still on course?
Terry Donahe, a Fee-Only CERTIFIED FINANCIAL PLANNER™will help you build your wealth and manage risks that threaten your long term financial security. Terry is among the most credentialed advisors in the greater Oregon and southwest Washington region. He can help you with broad-based financial planning, liquidity events (e.g. legal settlement, the sale of a business, lump sum distributions, divorce) and focused retirement planning.
Services:
- Financial Planning
- Retirement Planning
- Portfolio Review
- College Funding
- Investment Management
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