Carrie Mullins-CEO & Wealth Advisor

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Carrie Mullins-CEO & Wealth Advisor www.finra.org and www.sipc.org No offers may be made or accepted from any resident of any other state.

Financial Planning-Investment Management Services Company
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

With increasing wealth comes unique financial challenges.
10/16/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Learn more about whether you need to pay estimated taxes.
10/14/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
10/12/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
10/09/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
10/07/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

What steps might help you sustain and grow your retirement savings? This piece explores them.
10/05/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
10/02/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
09/30/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

Take an inside look into Simplified Employee Pension plans.
09/28/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Social Security: Retirement's main source of income or monthly bonus? You decide.
09/25/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

Address

16083 SW Upper Boones Ferry Road Suite 250
Tigard, OR
97224

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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