Financial Planning & Wealth Management for Oregon Public Employees Retirement System Members & Retirees

Tax-Efficient Retirement Planning to

Empower your Resources for a Bountiful Harvest

Financial Planning & Wealth Management for Oregon Public Employees Retirement System Members & Retirees

Tax-Efficient Retirement Planning to 

Empower your Resources for a Bountiful Harvest

As Seen In

Welcome To Collective Wealth Planning Video

Fee-Only | Fiduciary | CFP®

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.

Fee-Only | Fiduciary | CFP®

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
  • Income Replacement and Cash Flow Planning
  • Proactive Tax Planning
  • Protection Planning
  • Philanthropic Planning
  • Estate and Legacy Planning
  • 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

Project-Based Financial Planning

With this one-time engagement, you can gain clarity on your current financial scenario, set meaningful goals, and co-create a path to achieve them. Great for DIYers or those ten or more years from retirement.

Ongoing Wealth Management

Gain a financial thought partner for the long haul. Through ongoing investment management and financial planning, we’ll ensure your resources continue to support what you care about. Great for those five years from or in retirement.

Project-Based Financial Planning

With this one-time engagement, you can gain clarity on your current financial scenario, set meaningful goals, and co-create a path to achieve them. Great for DIYers or those ten or more years from retirement.

Ongoing Wealth Management

Gain a financial thought partner for the long haul. Through ongoing investment management and financial planning, we’ll ensure your resources continue to support what you care about. Great for those five years from or in retirement.

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:

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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:

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