Financial Planners Corvallis OR

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Corvallis, OR that can help answer your questions about Financial Planners.

Mr. Eric A. Cheney, CFP®
(541) 757-1114
2657B NW Rolling Green Dr
Corvallis, OR
Firm
Security First Advisors
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Planning, Securities
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Christopher Travis Gray, CFP®
(541) 757-7701
310 NW 7th St
Corvallis , OR
Firm
Northwest Financial Group, LLC.

Data Provided By:
Ms. Pegler J. Swift, CFP®
(541) 230-1044
857 NE Granger Ave
Corvallis, OR
Firm
Compass Investments LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Kay Dee Cole, CFP®
(541) 753-1898
262 NW Polk Ave
Corvallis, OR
Firm
Clarity Wealth Development
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided By:
Mr. Charles Kelly Owen, CFP®
(541) 754-2600
408 SW Monroe Ave Ste M210D
Corvallis, OR
Firm
Thrivent Financial for Lutherans
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning

Data Provided By:
Mr. Greg Bachman, CFP®
(541) 752-4556
2358 NW Kings Blvd Ste 200
Corvallis, OR
Firm
Spectrum Strategic Capital Management, LLC

Data Provided By:
Mr. Eric D. King, CFP®
(541) 908-2151
455 NW Conifer Blvd
Corvallis, OR
Firm
Bridges Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Retirement Income Management, Securities, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Antone James Gatherum, CFP®
(541) 757-1114
2657B NW Rolling Green Dr
Corvallis, OR
Firm
Security First Advisors

Data Provided By:
Mr. Donnie J Carpenter, CFP®
(541) 754-3701
1600 SW Western Blvd
Corvallis, OR
Firm
Money Tree Software

Data Provided By:
Mr. Blair C. Hill, CFP®
(541) 231-3385
3178 Pacific Pl SW
Albany, OR
Firm
Nationwide Retirement Solution

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina