Financial Planning

What is the future you want?

A thoughtful, personal financial plan can help get you there

Even seasoned investors have questions about their financial health. Am I diversified enough? How will my investment decisions affect my taxes? What should I consider when passing my money on to my kids?

We offer a team that includes Certified Financial Planner™ professionals, Mark Vermillion and Larry Glaze; a business valuation expert, Mike Blanchard; and tax-savvy CPAs Larry Glaze and Mike Blanchard. That means we consider personal and business perspectives—especially if you’re a business owner—as well as your best position for tax management.

The primary goal of good financial planning: A plan that works from every angle

Our primary goal as your personal financial planning advisors is to examine every angle to make sure you’re on the right track. We’ll help you consider all of the scenarios and opportunities.

We’ll provide practical advice. And we can support you in growing your nest egg, planning for retirement, or providing a retirement program that works for you and your employees.

Are you wondering about maximizing your government benefits? Whether Oregon PERS or Social Security, we’ll plan with you to get the most from your benefits.

Are you considering a retirement plan for you and your employees? We can help you choose the right plan that will maximize your retirement benefits and provide for your employees.

Our favorite record-organizing tool: Get It Together

We recommend this outstanding book, Get It Together, to help our clients organize critical financial and personal records. This tool offers downloadable forms that will help you gather the details of your financial life all in one place. If you're interested, find out more on the publisher's website and more associated tools on the Get it Together website! Or join our ongoing journey toward peace of mind using the Get It Together book as we write about it on our blog.

By having your records organized, you’ll be able to see the whole picture and all of the details. Your financial planner—whether Mark, Larry, or Mike—will also better understand your resources, assets and goals. We’ll work with you to organize your records and create your personal financial plan.

There’s no charge for your first consultation

When you’re ready, use the link below to schedule an appointment. Bring these items to your first meeting with one of our advisors.

  • Personal Financial Statement Worksheet (for hourly consultations or specific projects) or Retirement Lifestyle Workbook (for comprehensive retirement planning)
  • Last three year's tax returns
  • Bank and investment account statements
  • Social Security and Oregon PERS statements
  • Loan and credit card statements
  • Life, disability, and long-term care insurance information.
  • Estate planning documents (will, trust, power of attorney, medical directives)

We look forward to working with you to create the future you envision.

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