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.