Cory Thomas Financial Advisor
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Integrity, Honesty and Character; Each are at the forefront of my practice. HERE ARE THE BENEFITS I PROVIDE:
An Unbiased opinion. are not affiliated.
Our focus is to help individuals achieve their retirement goals in an efficient manner by curating custom wealth management strategies thay are designed to reach their goals. I assist people to their financial goals without any gimmicks, proprietary products or incentives that would otherwise cause a conflict of interest. HERE’S WHAT I DO:
I give guidance to people who are wanting to maximize their financial situation. This includes deciding whether to start an IRA, rollover a 401(k), get the truth about an annuity, establish a SIMPLE IRA, SEP IRA, start drawing from their pension plan, use a 529 plan to save for college, increase or decrease their life insurance, purchase long term care insurance, or to take a look at how their retirement is shaping up. My goal is to get my clients to a place where they are CONFIDENT and EXCITED about their financial situation. Being an independent without ANY proprietary products allows me to have access to all of the products and an allegiance to none of them. My clients only acquire what they need, there is no fitting a square peg in a round hole. HERE’S WHY IT WORKS:
The conflict of interest is removed by being a Fee-Based Advisor (staying away from commissions). Also the ENTIRE world of investments are accessible by being an independent. This includes real estate investment trusts (REITS), stocks, bonds, mutual funds, annuities, 401k, 403b and IRA options. Because of this my clients can truly rest assured that their best interest is in mind. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, and Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., Gateway NW, and Cambridge Investment Research, Inc.
08/19/2022
Our mission is to partner with you through every life stage growing with you as your goals evolve.
We evaluate your strategy and portfolio constantly to ensure it is optimized and take action as required.
We work with you to position your strategy throughout all market cycles and conditions.
https://bit.ly/3zIckf2
08/15/2022
Do you think we are in a recession?
A booming labor market would seem to indicate recession isn’t imminent, despite negative GDP.
But it makes the Fed’s job harder. The balance between slowing the economy and stopping it is the goal.
Even if rate increases push the economy into recession, the overall stronger picture may provide a cushion.
We break it down in this week’s blog.
https://bit.ly/3vYeJBw
07/19/2022
Inflation wreaks havoc on budgets, but the greatest risk to investors is actually the accompanying market volatility.
As the Federal Reserve works to get inflation under control, we are likely to remain in a volatile market environment.
But there are some things you can do to protect yourself.
https://bit.ly/3vmET0z
07/14/2022
The bear market is here. We can’t control how long it will last, but there are some tactics to make getting through it easier.
- Shore up your financial plan
- Stick to your long-term plan
- Assess the reality before taking any action
Bear markets are painful – but the historically, the bulls do come back. You want to position yourself for the turn.
https://bit.ly/3PnJSW3
07/14/2022
Follow our Firm’s page for ongoing resources!
Cash flow planning is the first step in creating a financial strategy. It is a framework that connects your spending to both short-term and long-term goals.
There are a lot of other moves you can make – and having the guidance of a financial planner that always puts your interests first can get you on the right path for you.
https://bit.ly/3azt5Rn
04/29/2022
Enjoying the desert for a quick weekend get away🌵
04/04/2022
Swipe for a free mood booster ♥️👶🏼
03/17/2022
Is it summer yet?
06/17/2021
You may have heard about the new Payroll tax coming to Washington State employees Jan 01, 2022. This tax will contribute to a state ran, Long Term Care Insurance coverage. There is limited time to opt out - contact me for information on how to be excluded from the tax.
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Portland, OR
98604