Get Financial Clarity From a Committed, Compassionate Team
We are an independent, wealth services firm headquartered in Cottage Grove, Oregon, with decades of experience and a passion for helping people. We are dedicated to guiding you towards your financial goals. Finances can be complex, but we aim to make things clear and simple, filling you with clarity in your decisions and confidence about the future.
Your Vision, Our Support: A Powerful Partnership
Our credentialed team is led by Ann White, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Wealth Strategist® (CWS®). Together, we work to provide personalized financial strategies tailored to your unique vision and goals. We start by understanding your unique vision and goals, turning aspirations into clear, achievable targets. Our service-minded team is dedicated to helping you thrive, providing confidence and clarity throughout your financial journey.
Individuals & Families
From saving for college to planning for retirement, we’ll help you feel confident about the future for you and your loved ones.
Pre-retirees & Retirees
Our team can work with you to optimize your retirement income, manage healthcare costs, and help you make the most of your golden years.
Special Needs Families
We’ll help you navigate Medicaid/Medicare planning, elder care strategies, and more, to help your loved ones get the support they need.
Professional & Independent Women
We offer budget analysis, investment planning services, and more to help empower professional and newly independent women.
Are You Using the Right Technology?
The Big Pause
Choosing a Business Structure
How Much Do I Need To Retire?
Mortgage Calculator
Gross/Net Distributions
