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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Paying Off A Mortgage And The New Tax Code

Paying Off A Mortgage And The New Tax Code

Among the most prized tax deductions to get trimmed by the Tax Cut And Jobs Act was the monthly mortgage…

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Three Strategic Mid-Year Tax Tips

Three Strategic Mid-Year Tax Tips

With summer 2019 now underway, here are three strategic mid-year tax planning tips.

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A Dramatic Pause, As Expansion Breaks Longevity Record

A Dramatic Pause, As Expansion Breaks Longevity Record

With the start of the second half of 2019, this expansion officially sets a new record as the longest growth…

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Amid Worries, New Equity Risk Premium Data Explained

Amid Worries, New Equity Risk Premium Data Explained

The Federal Reserve cut interest rates this past week for the first time since the 2008 financial crisis because of…

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A Tale Of Two Economies

A Tale Of Two Economies

It's not the best of times, nor the worst. But the latest data is a tale of two of U.S.…

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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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