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.
Uncommon Knowledge for Your Life
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Looking to Improve Your Financial Future?
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
One way to find money is to examine your current spending habits and eliminate money wasters.
Building wealth requires protection from the forces of wealth destruction.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how Brexit will affect you?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When do you need a will? The answer is easy: right now.
Investors seeking world investments can choose between global and international funds. What's the difference?
Three things to consider before dipping into retirement savings to pay for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.