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Your Future Starts Here

LPL Financial Planning Services

Financial Planning


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LPL is committed to helping you plan for the long-term. If you’re not sure how your planning dollars are adding up, schedule a short meeting with an LPL Financial Advisor1. You’ll get a clear view of where you are.

What We Have to Offer:

  • Retirement Planning
  • Estate Planning
  • Income Planning

Ready to get started?

Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606.



What We Have to Offer

Virtually all clients have a unique scenario with regards to building their retirement needs. The LPL Financial advisors pride themselves in taking a personalized approach to build a strong relationship and pursue a solid retirement strategy. They're committed to truly understanding what's important to our clients. Their mission is to use time-tested principles and state-of-the-art tools to help our clients pursue their financial and retirement goals in a tax-efficient manner.

Using WealthVision, a powerful and secure planning tool powered by eMoney, they're able to give clients a single access point to securely view all financial accounts, tax and legal documents, insurance coverage, specific goals and strategic plans. This secure platform is easily accessible to clients through an encrypted personal website. Using this tool, the advisors are able to keep up to date and track changes with our clients' overall asset allocation, retirement and cash flow models, insurance programs, financial plans and estate plans.

Ready to get started? Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606.

There are many needs for professional advice in matters of your estate, and it’s important to work with experienced professionals to help avoid mistakes. Sometimes, it can be as simple as reviewing wills and beneficiary information or having a conversation about finances with younger or older generations. Other times, it may require more complex planning and guidance. LPL advisors facilitate conversations with clients and the people they trust to be involved in their estate plan. They also coordinate with your estate attorney if needed to create your estate, and then we help put that plan into place according to your wishes. Their estate planning is retained in the personalized WealthVision tool for future use by LPL advisors and clients through an online portal.

Some of the more common estate planning needs include the use of:

  • Revocable Trusts: A Revocable Trust can be used for better management and control of assets during life and at death, avoiding the time and expense of probate, holding assets and avoiding probate in multiple states, and to maintain privacy because probate proceedings are public record while trusts are not.
  • Credit Shelter Trusts:  A Credit Shelter Trust allows a married couple to minimize their estate taxes while still allowing the surviving spouse to have access to the entire estate.
  • Irrevocable Life Insurance Trusts: An Irrevocable Life Insurance Trust (ILIT) creates a pool of money outside of the estate to offset estate taxes and provide more efficient wealth transfer between generations.

Ready to get started? Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606.

LPL Financial does not provide legal advise or services. Please consult your legal advisor regarding your specific situation.

It's important to start as early as possible with an income plan. With our clients, we look at strategies that incorporate all aspects of their income. This includes Social Security, pensions, retirement accounts, annuities, and other sources aiming to create a plan that is tax-efficient and provides the income our clients need.

The WealthVision tool, powered by eMoney, is a great resource that we use to manage the right income plan. It provides us and our clients with an easy view at how we're tracking towards their income needs, as well as identifying changes that may be needed as circumstances change.

Ready to get started? Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606.

1 The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Rivermark Community Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of Rivermark Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rivermark Community Credit Union.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value