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

Collective Wealth Planning As Seen In…

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.

OREGON PUBLIC EMPLOYEES

You’re an Oregon PERS employee nearing retirement. You’ve waded through OPSRP, IAP, OSGP, and the myriad of other acronyms that come with our state retirement system. You’re ready to figure out how they all fit together and support your future.

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RETIREES

Retirement doesn’t mean you’ve stopped looking for ways to ensure a life of contentment. You want to explore the opportunities and challenges unique to this season of life, including tax planning, legacy planning, and developing a philanthropic philosophy.

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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

Let’s Align My Finances

How We Can Work Together

Meeting on your terms (virtually or in person), we offer two ways to partner

Brenna Baucum sitting with a client in her office discussing the Oregon Public Employees Retirement System Members.

Hourly PERS Consultation

These focused, one-hour sessions are designed to help you understand your Oregon PERS benefits and make confident, informed decisions. Ideal for members who have reviewed PERS resources but want personalized clarity.

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Brenna Baucum, CFP® seated with clients discussing Hourly Consultation for Oregon Public Employees Retirement System Members

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.

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