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.

This piece presents an overview of fundamental steps to consider when a loved one passes.
09/07/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
09/04/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
09/02/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Consider a bucket plan to go with your bucket list.
08/31/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
08/28/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
08/26/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

How familiar are you with the Federal Reserve? Here is a quick history.
08/24/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
08/21/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
08/19/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Sector investing may present an opportunity — if you do your homework.
08/17/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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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