Andrew Kalpakis
CLTC®
State(s) Licensed: CO, NV, OR, WA
9397 SW Locust Street
Portland, OR 97223
State(s) Licensed: CO, NV, OR, WA
Dedicated guidance you can feel confident about
At Thrivent we see money as a tool, not a goal – through this lens you can accomplish more in moving toward reaching your own higher purpose. Our team is committed to providing meaningful financial guidance to people who fit any of the following:
- Approximately 5-10 years from or into retirement
- Highly motivated to take action
- Pursuing a work-optional lifestyle
- Value on-going guidance throughout retirement
When you partner with Layne Douglas & Associates, you’ll see how we combine financial expertise and purpose-based planning to bring clarity to your situation. Regardless of where you’re starting from or how confident you feel about finances, we offer strategies and coaching to meet a variety of individual needs. This can include, but is not limited to:
- Establishing your financial vision and goals
- Protecting your income, lifestyle, family, and/or business
- Developing a tax-wise investment strategy
- Making a smooth transition into retirement
- Living comfortably in retirement
- Planning to pass on a meaningful legacy
Our team serves clients around the nation, with the option for in-person meetings. Give us a call or schedule an appointment online to learn more about how we can serve you.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Portland Office
- Phone:
- 541-741-1999