Financial Planners Pendleton OR

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Mr. Michael Clair Stratton, CFP®
(541) 276-2302
435 SW Dorion Avenue
Pendleton, OR
ISU Insurance Services, The St
Areas of Specialization
Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Planning, Life Planning, Long-Term Care, Retirement Planning

Data Provided by:
Mr. Harry E. Bose, CFP®
(541) 276-2693
215 SE Dorion Ave
Pendleton, OR
Read & Bose P. C.
Areas of Specialization
Accounting, Small Business Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Government Employees

Data Provided by:
Wells Fargo - Pendleton In-Store
(541) 276-1709
201 Sw 20Th St
Pendleton, OR
In-Store Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Arthur Brunson
ADB Capital Management, LLC
(541) 302-5814
401 E. 10th Avenue, Suite 245
Eugene, OR
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Socially Responsible Investments, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, College/Education Planning
NAPFA Registered Financial Advisor, CFP®

Robert Pool
Arcadia Investment Advisors
(503) 224-4089
825 NE Multnomah Street, Suite 1160
Portland, OR
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
NAPFA Registered Financial Advisor, CFP®, CFS, MSFS

Mr. James W. Hasenkamp, CFP®
(541) 276-0074
615 SW Court Ave
Pendleton, OR
Lankmark Tax Service Inc
Areas of Specialization
General Financial Planning, Retirement Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Bank of America - Pendleton
(541) 276-3421
301 S Main St
Pendleton, OR
Banking Center
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 10-5
Tuesday 10-5
Wednesday 10-5
Thursday 10-5
Friday 10-6
Saturday 10-1
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 10-1
Sunday Closed

US Bank - Pendleton OR Office
(541) 276-7311
105 SW Court
Pendleton, OR
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 06:00 pm

Jeffrey Yamada
MCS Financial Advisors
(541) 345-7023
360 East 10th Avenue, Suite 200
Eugene, OR
High Net Worth Client Needs, Financial Issues Between Generations, Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Divorce Planning
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Maura Van Heuit
Ashland Financial Solutions
(541) 488-0460
570 A Street
Ashland, OR
College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning, Women's Financial Planning Issues
NAPFA Registered Financial Advisor, BS, CFP®

Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

People age 45 and older who are concerned about being able to afford healthcare

Those who have delayed seeing a practitioner

Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

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