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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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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Countdown To Retirement: Seven Steps To Get Ready

Countdown To Retirement: Seven Steps To Get Ready

Are you among the millions of Baby Boomers counting down the days to retirement? Before you move into the next…

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Four Tax Strategies In Retirement

Four Tax Strategies In Retirement

If you're like most people, you've invested in a crazy quilt of assets ranging from stocks and bonds to real…

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Investing For The Long Run Amid Volatility

Investing For The Long Run Amid Volatility

With stocks surging one moment and plunging the next, it's good to remember that, from 1926 through 2016, a portfolio…

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A Guide To The New Rules On Tax Deductions In 2018

A Guide To The New Rules On Tax Deductions In 2018

Uncle Sam giveth, and Uncle Sam taketh away. The new federal tax code, which went into effect in 2018 and…

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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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