Broad River - Portland, OR

11850 SW 67th Avenue #100, Portland, OR 97223

(503) 207-4550

 
The Fed and How It Got That Way How to Retire Early Keeping Up with the Joneses Bursting the Bubble

Helping Individuals

We can help take some of the mystery out of preparing for your financial future.

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Business Planning

We offer insight and information for employers and employees.

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Start Something Meaningful™

Explore a career with the Guardian network.

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Understanding Today's Financial Environment

Welcome, we're Broad River, a financial organization in Portland, OR. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

 

Helpful Content

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Saving on Fitness Membership Costs

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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