Once upon a time there was a cobbler who made the finest shoes in the Kingdom. The King decided to have a pair made for himself and found the shoemaker's children going barefoot.
Have you ever met an executive who spent all of his hours working to make the company profitable but didn't take the time to plan for his family's future? Or a friend that worked for 40 years but never had a plan for a 30 year retirement? These are examples of The Cobbler's Children parable. Unfortunately many people fail to prioritize the plan for their own future.
It's time you made yourself a priority and worked with a specialist.
As a family office we are interested in helping you reach your goals and educate your family on effective stewardship of the financial success you've worked so hard to achieve. This normally involves guiding you through retirement and planning for the transition of your estate to your heirs.
We work with employees in the apparel and tech industries including Nike, Intel, Columbia Sportswear, Microsoft, REI, K2, and Tektronics to name a few. After years of working with employees from these companies we know how to help you maximize your company benefits.
We also work with state and federal employees throughout the country. We are familiar with state and federal pension plans and benefit packages and can help you coordinate and maximize your work benefits and outside investments.
You are the CEO of your finances. Our role as your CFO is to help you make better financial decisions. We do this by understanding your goals, reviewing all of your options, and discussing the tradeoffs in each choice. Our passion is helping you connect the dots and feel confident about your decisions.
One of the many reasons people say they like to work with us is because we save you time, provide access to the best resources, bring to bear insightful research to use to your advantage, and put you back in control of your finances. Our team is here to support you.
As you become more successful your finances become more complex. This is where the saying "more money, more problems" originates. One of the keys to making progress is taming this complexity so you can make better decisions and effectively manage your finances. You can't be an expert on each area of your finances so you need a team with expertise in each area to help you understand your options and take back control.
1500 NW Bethany Blvd. Suite 280 Beaverton, OR 97006
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Capitol Family Office, a registered investment advisor. Financial Advocates Investment Management, Capitol Family Office and LPL Financial are separate entities. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, WA, CA, MT, AZ, CO, NY, OH, HI, ID, FL, AK