Tax-Efficient Retirement Planning for
Oregon Public Employees and Retirees
Empowering Resources for a Bountiful Harvest
Tax-Efficient Retirement Planning for
Oregon Public Employees and Retirees
As Seen In
Anything Worth Doing is Worth Doing Intentionally
Collective Wealth Planning provides proactive, tax-efficient retirement planning using a life-centered approach.
We are a high-touch, client-first, boutique practice that provides the pathway to pursue your unique definition of success.
Who We Serve:
Anything Worth Doing is Worth Doing Intentionally
Collective Wealth Planning provides proactive, tax-efficient retirement planning using a life-centered approach. We are a high-touch, client-first, boutique practice that provides the pathway to pursue your unique definition of success.
Who We Serve:
Financial Planning Covers:
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Oregon Public Employee Planning
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Saving for Retirement
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Planning for the Future
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Asset Allocation and Diversification
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Income Replacement and Cash Flow Planning
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Proactive Tax Planning
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Protection Planning
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Philanthropic Planning
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Estate and Legacy Planning
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Long-term Projections and ‘What if’ Scenarios
Financial Planning Covers:
- Oregon Public Employee Planning
- Saving for Retirement
- Planning for the Future
- Asset Allocation and Diversification
- Income Replacement and Cash Flow Planning
- Proactive Tax Planning
- Protection Planning
- Philanthropic Planning
- Estate and Legacy Planning
- Long-term Projections and ‘What if’ Scenarios
How We Can Work Together
Meeting on your terms (virtually or in person), we offer two ways to partner
Financial Planning
Gain clarity on your current financial scenario, set meaningful goals, and co-create a path to get there with our three-month financial planning process.
Wealth Management
Align your wealth with what matters most through this wrap-around service that includes financial planning and investment management.
Financial Planning
Gain clarity on your current financial scenario, set meaningful goals, and co-create a path to get there with our three-month financial planning process.
Wealth Management
Align your wealth with what matters most through this wrap-around service that includes financial planning and investment management.
What is Tax-Efficient Retirement Planning?
We take the long view when it comes to tax planning. Changes to income, spending, gifting, and tax rates over time are all factors that guide us as we design your plan around minimal taxation.
Check out our infographic to learn more about tax planning and how it factors into our work together.
What is Tax-Efficient Retirement Planning?
We take the long view when it comes to tax planning. Changes to income, spending, gifting, and tax rates over time are all factors that guide us as we design your plan around minimal taxation.
Check out our infographic to learn more about tax planning and how it factors into our work together.
Collective Wealth Planning News
Articles, podcasts, and videos to nurture your financial proficiency
Collective Wealth Planning News
Articles, podcasts, and videos to nurture your financial proficiency
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Let’s Connect
Have questions?
We look forward to hearing from you.
(503) 476-1142
hello@collectivewealthplanning.com
Want to stay updated with Collective Wealth Planning? Follow us on social media:
Let’s Connect
Have questions?
We look forward to hearing from you.
(503) 476-1142
hello@collectivewealthplanning.com
Want to stay updated with Collective Wealth Planning? Follow us on social media: