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5 Centerpointe Drive
Suite 150
Lake Oswego, Oregon 97035
(503)207-4509
rachel.novak@westpacwealth.com

Risk Tolerance: What’s Your Style? Encore Careers: Push Your Boundaries Video: The Independence of Financial and Emotional Student Loan Protection

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain insurance ideas—I can help you address your most pressing money questions.

My first priority is your overall financial success. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular financial concept or products. I'll get back to you quickly with a thoughtful answer.

 Financial Balance Video

 

Helpful Content

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

College Funding Ideas

College Funding Ideas

The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

 

Infographic: The Whole Story of Dividends

The whole story of dividends

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

How Will You Be Remembered?

Estate planning is one of the best ways to leave a lasting legacy to your loved ones.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

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