How A Financial Advisor Can Help

How A Financial Advisor Can Help

What are your hopes and dreams for the future? They probably begin with being able to provide for yourself and…

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Visualizing The Risk Of Running Out Of Money In Retirement

Visualizing The Risk Of Running Out Of Money In Retirement

When you're flying in an airplane, you obviously can't afford to run out of fuel. And when you plan your…

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Women Save More For Retirement Than Men But Have Less

Women Save More For Retirement Than Men But Have Less

Question: Are men or women more likely to invest in retirement savings plans at work? Answer: 73 percent of women…

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Tie The Knot For Retirement With A Spousal IRA

Tie The Knot For Retirement With A Spousal IRA

In most families, one spouse does better financially than the other. For example, if you stayed home to look after…

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Social Security Options Remain

Social Security Options Remain

Recent federal legislation ended several strategies that could help you maximize Social Security retirement benefits. But with some advance planning,…

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Despite The Washington Sideshow, Stocks Closed At A New All-Time High

Despite The Washington Sideshow, Stocks Closed At A New All-Time High

While the sideshow in Washington dominated the world stage again for yet another week, the economy deserves rave reviews.

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At Mulligan Capital, our focus lies in helping our clients ensure an optimal retirement outcome. Based in Tigard, Oregon, we provide retirement income planning, IRA distribution planning, and wealth management services to help our clients continue to live successful lives throughout their retirement years.

Our personal mission is to help ease anxiety surrounding the financial aspect of retirement. We do this by working with each client to educate, empower, and involve them throughout the planning process. By providing the knowledge and tools they need to make smart decisions about their retirement income, and by recommending customized solutions to protect and sustain their retirement assets, we deliver long-term financial clarity and peace of mind.

Contact us today at 503-352-4019 to schedule a complimentary discovery meeting and learn how we can help you protect and sustain your ideal retirement outcome. Please note that in order to serve our clients with the most personalized attention, we accept new clients only by personal referral.


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