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Whether you live or work in the Portland area, you know how important it is to be able to grow your savings. Working with a financial advisor in Portland can do more than just help advise you when it comes to investing, though. At Thimbleberry, we take the time to understand your goals and how to use your money effectively in order to reach them.

Before you choose to work with a financial advisor, it’s important to know what to expect, as well as what to look for or find someone who’s truly competent, helpful, and focused on delivering the very best strategies to meet your needs. Here’s what to look for:

Specialized
Advice

At Thimbleberry, we work closely with major industries in the Portland area, providing financial advice to individuals working in healthcare and technology. Our intensive knowledge in how these industries function allows us to craft specialized plans carefully tailored to help you make the most of your savings whether you’re just starting out on your career path or you’re getting close to retirement.

Of course, this is by no means the only industries we work with, but since Portland is home to a great deal of individuals involved in the healthcare, technology and education fields, we understand the importance of proper financial planning based on your line of work, and we can help you make the most of it.

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Career Growth and Strategic Budgeting

Life is full of major milestones, and working with a financial advisor in Portland can help you see those milestones to fruition. Buying a home, having a child, starting a business…all of these events are worth celebrating and worth savoring.

Amy Groshong Walls, our Certified Financial Planner™ in Portland, is ready to help you maximize your savings at any stage of life. Whether you’re not sure of your next step or you want to be sure you’re on the right path, you can trust Thimbleberry to help you get more out of life.

Long-Term Care Planning

Getting ready to enjoy your golden years means having enough savings in place for 10, 20 or even 30 years. Are you as prepared as you could be? Our financial advisor in Portland can guide you on the right path and help provide you with advice as well as help you understand what practical steps you can take to help prepare for long-term care, retirement, healthcare and more.

Retirement Planning and Inheritance

Everyone dreams of retirement, but in order to ensure that you have enough to enjoy the retirement of your dreams, it’s important to have streams of income that you can rely on to take you through these years without worrying about your savings running dry.

Our Portland Certified Financial Planner™ professional can help you better understand when you should take things like required minimum distributions from your investment accounts and help you avoid penalties. Learn when you should start taking advantage of social security as well as how to stretch your retirement savings and protect them from common pitfalls that can eat away at your hard-earned money.

When we take you on as our client, we do so in a way that ensures that we’re a mutually good fit. We want to help you reach your goals at every stage of life, and working with a female CFP® in Portland can help you do just that.

Don’t wait another minute to reach out to our expert financial advisor in Portland. Fill out the form below to contact us and schedule an appointment at a time that’s convenient for you so that we can take the next step – together!

How Can We Help You?

 
 

Check out my background on FINRA’s BrokerCheck at http://brokercheck.finra.org.