Empowering Resources for a
Bountiful Harvest

Tax-Efficient Retirement Planning for
Public Employees, Professors and Retirees

 Empowering Resources for a
Bountiful Harvest

Tax-Efficient Retirement Planning for
Public Employees, Professors and Retirees

As Seen In

Welcome To Collective Wealth Planning Video

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.

Welcome To Collective Wealth Planning Video

Who We Serve:

Financial Planning Covers:

  • Oregon Public Employee Planning
  • Saving for Retirement
  • Planning for the Future
  • Asset Allocation and Diversification
  • Financial Planning for Professors
  • Income Replacement and Cash Flow Planning
  • Proactive Tax Planning
  • Protection Planning
  • Philanthropic Planning
  • Estate and Legacy Planning
  • Impact and Low-Cost Investing
  • 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
  • Financial Planning for Professors
  • Income Replacement and Cash Flow Planning
  • Proactive Tax Planning
  • Protection Planning
  • Philanthropic Planning
  • Estate and Legacy Planning
  • Impact and Low-Cost Investing
  • 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 values-centered 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.

Are you looking for an opportunity to move toward tax efficiency in your portfolio?
Use our checklist to determine the best strategy for harvesting capital losses.

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.

Are you looking for an opportunity to move toward tax efficiency in your portfolio?
Use our checklist to determine the best strategy for harvesting capital losses.

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

Want More Financial and Investment Insights?

Sign up for our newsletter

(We respect your privacy and detest spam; your email address will not be shared outside our organization.)

Name(Required)
This field is for validation purposes and should be left unchanged.
Name(Required)
This field is for validation purposes and should be left unchanged.

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:

Linkedin

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:

Linkedin
Name(Required)
This field is for validation purposes and should be left unchanged.