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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While Congress Must Deal With Debt Ceiling, Leading Economic Indicators Are At A Record High

While Congress Must Deal With Debt Ceiling, Leading Economic Indicators Are At A Record High

The Standard & Poor's stock index dropped 2% yesterday and U.S. Secretary of the Treasury Janet Yellen, testifying before the…

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A Framework For Investing For Life

A Framework For Investing For Life

Modern Portfolio Theory, or MPT, is a framework for investing. It provides part of the intellectual underpinning of our firm's…

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Reason No. 7 To Hire A Financial Professional: Rebalancing

Reason No. 7 To Hire A Financial Professional: Rebalancing

There are many reasons why professional advice may be best for managing your financial situation. Here's the No. 7 reason.

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Despite Gloomy Jobs Report, The Economic Outlook Remains Bright

Despite Gloomy Jobs Report, The Economic Outlook Remains Bright

The rate of unemployment fell by four-tenths of 1% in September, the U.S. Bureau of Labor Statistics reported Friday, but…

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Financial Economic Outlook

Financial Economic Outlook

The stock market closed at a new record high again on positive economic fundamentals, better than expected corporate earnings reports…

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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, and IRA distribution planning, 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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