?? Tax Talk with Sarah – Simplify Your Taxes with an IRS Online Account! ?? Did you know having an IRS online account makes it easier to manage your tax information? ??? With an IRS account, you can: ?? Make & view payments seamlessly ?? Access account transcripts for current & past returns ?? Receive & review IRS letters & notices in one place Setting up your account is quick and easy! Get started here: https://lnkd.in/gX-s4wMf #TaxTips #IRSOnline #StayOrganized #TaxTalkWithSarah #FinancialWellness
Financial Investment Team
金融服务
Portland，Oregon 95 位关注者
Empowering Your Financial Future with Integrity and Expertise
关于我们
FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management. Our Mission: To become your most trusted advisory team by confidently constructing a comprehensive financial plan that is flexible and strongly tailored to your needs using the 11 wealth management strategies. To promote confidence by providing opportunities for coaching and education by way of our open door policy, distinctive events, and excellent communication. Our Commitment to You: We will constantly strive to proved our clients with the highest level of service available in the industry. Additionally, our objective is to ensure that all investment decisions and recommendations are responsible: financially, socially, and morally. Our Principle: Our company is based on the belief that in order to be successful, it is critical to constantly seek improvement. Thus we pride ourselves not just on current level of knowledge and service, but also on our commitment to reaching higher. As such we are very receptive to client feedback and responsive to any opportunity to provide more complete service. Our services include: IRA Rollovers, IRA's and Roth IRA's, Individual Stocks, Life Insurance, Estate Planning, Retirement Planning, Financial Planning, Company 401(k)'s, 401(k) Rollovers, 529 College Funds, Disability Insurance, Long Term Care Insurance, Annuities, 457 Rollovers.
- 网站
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https://fi-team.com
Financial Investment Team的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Portland，Oregon
- 类型
- 私人持股
- 创立
- 2000
- 领域
- Tax、Retirement Income、Financial Planning、Wealth Management、Business Consulting、Insurance、College Planning、Estate Planning、Charitable Planning、Special Needs、Retirement Plans、401(k)、Cash Balance、Cash Flow Analaysis、Fiduciary、Widows、Annuities和Exit Planning
地点
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主要
获取路线
15350 SW Sequoia Pkwy
Suite 150
US，Oregon，Portland，97224
Financial Investment Team员工
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Travis Wesley, MS, CFP?, MPAS?, CRPC?, CRPS?, AIF?, APMA?
CERTIFIED FINANCIAL PLANNER? practitioner | Investment Advisor Representative | Chartered Retirement Plan Specialist?
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Christine Lam, CFP?, ChSNC?
CERTIFIED FINANCIAL PLANNER? Practitioner
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Investment Team
President at Investment Team
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Kristin Kralicek
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动态
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CERTIFIED FINANCIAL PLANNER? practitioner | Investment Advisor Representative | Chartered Retirement Plan Specialist?
Special Announcement! ?? I’m excited to share that I have officially earned my Master of Science in Personal Financial Planning (MS-PFP) and the Master Planner of Advanced Studies (MPAS?) designation—in addition to my CFP? certification. For those unfamiliar, the MS in Financial Planning is not just an extension of the CFP?—it’s a graduate-level, research-based education in advanced tax planning, investment strategies, behavioral finance, and estate planning. This means I am equipped to address the financial complexities that many individuals and business owners assume are "too difficult" to plan for. I specialize in working with: ?? Business owners, professionals, and executives who feel their financial life is “too complicated” to plan effectively ?? High-net-worth individuals & families navigating taxes, investments, and multi-generational wealth transfer ?? Those who think they “don’t need a plan” but find themselves making decisions without a clear, integrated strategy Many financial advisors focus on selling products. I focus on simplifying complexity, making wealth work smarter, and integrating financial decisions for a more confident future. ?? If you’re a CPA, Attorney, or Business Consultant, let’s connect! I welcome collaboration to ensure your clients get the comprehensive financial guidance they need. ?? If you feel like your finances are “too complicated” or that you don’t need a plan, let’s have a conversation—you might be surprised how much clarity a real strategy can bring. A special thank you to my wife, Kelly Wesley, for her unwavering support while I tackled this challenge over long nights and weekends. Onward and upward! #FinancialPlanning #CFP #FinancialPlanner #Retirement #WealthManagement #TaxStrategies #EstatePlanning #Fiduciary #BusinessOwners #PDX #Portland #Oregon Financial Investment Team College for Financial Planning BNI Oregon & SW Washington Portland Business Advantage - BNI
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?? Identifying Protection Gaps – Is Your Family Fully Covered? March is the perfect time to review your insurance coverage and ensure you’re not leaving financial gaps. ?? Did you know? Nearly 40% of Americans lack adequate life insurance, putting their families at financial risk. ? Take action today! At FIT, we can help you assess your coverage and find the right solutions to protect your loved ones. Let’s secure your financial future—reach out to get started! #InsuranceCoverage #LifeInsurance #FinancialSecurity #ProtectWhatMatters ?????
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?? Tax Talk with Sarah – Beware of IRS Scams! ?? Tax season is prime time for scammers pretending to be the IRS—don’t fall for their tricks! Here’s how to stay protected: ? The IRS will NEVER call demanding payment – Your first notice is always written. ?? No emails asking for personal info – If you get one, it’s a scam! ?? Protect your data – Never share your SSN or bank details over the phone. ?? Report scams to the IRS or FTC to help stop fraudsters. Stay informed, stay secure! ?? #TaxTalk #IRSScamAlert #FraudPrevention #TaxSeasonTips #StaySafe
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Major updates are coming to the Free Application for Federal Student Aid (FAFSA) this year, bringing significant improvements to the process: ? Simplified application – Less paperwork, more efficiency ? Expanded Pell Grant eligibility – More students may qualify for aid ? Updated family contribution calculations – Changes in how financial need is assessed If you or someone you know is applying for college financial aid, staying informed is key! Check out the latest updates to make the most of available opportunities. ?? Learn more: https://lnkd.in/g9CBkQaY What are your biggest FAFSA questions? Drop them in the comments! ?? #FAFSA2025 #CollegeFunding #HigherEd #FinancialAid
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Deciding when to claim Social Security is one of the biggest financial decisions retirees face. While you can start collecting at 62, waiting until full retirement age (or even 70) can significantly increase your monthly benefit. I recently had the opportunity to share insights in Woman’s World about the impact of timing your Social Security benefits. You can read the full article here: https://lnkd.in/gZGafFVx Key takeaways: ? Claiming early = smaller monthly checks for life ? Waiting until 67 (or 66, depending on birth year) = full benefits ? Holding off until 70 = highest possible payout Social Security is a critical part of retirement income, but it’s just one piece of the puzzle. Planning ahead can help you make the most of your benefits while balancing other income sources. If you’re considering when to claim, let’s talk about how to align Social Security with your broader retirement strategy. Timing does matter! #RetirementPlanning #SocialSecurity #FinancialWellness #FeaturedInWomansWorld
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Our very own Christine Lam contributed to this Newsweek article! Her insights are a must-read—don’t miss out! Check out her contribution here: https://lnkd.in/g_NVZbre #Newsweek #ChristineLam #MustRead