Carrie Mullins-CEO & Wealth Advisor

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.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
06/08/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
06/05/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
06/03/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

The truth is a little more complicated with these personal finance idioms.
06/01/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
05/29/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

How will your investments weather the ups and downs of the business cycle?
05/27/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
05/25/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
05/22/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
05/20/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

Are you considering a FIRE retirement? Learn the basics here.
05/18/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

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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