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Benjamin Waibel, MBA, CFP®, CLU®
Benjamin Waibel, MBA, CFP®, CLU®
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Benjamin Waibel, MBA, CFP®, CLU®

245 SE 5th Avenue Hillsboro, OR 97123

Phone:

  • 503-693-7333

Fax:

  • 503-693-7333

E-mail:

  • bwaibel@sagepointadvisor.com

Contact Us

Please feel free to contact us with any questions.

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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

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Taking a Closer Look at Target Date Funds

How much do you know about target date funds?

More Videos »

Newsletters

  • Double Up with a Spousal IRA

    Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.

  • Is It Time to Buy an Electric Vehicle?

    The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.

  • When Should Young Adults Start Investing for Retirement?

    Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.

  • New Life for Your Old Insurance Policy

    Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.

More Newsletters »

Calculators

  • Lease Payment

    How much would your monthly lease payment be?

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators »

SagePoint Form CRS

Securities and investment advisory services offered through SagePoint Financial Inc.,(SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AK AR AZ CA CA CO HI ID IL MD NM NV NY OH OR UT VA WA WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

Several links will take you out of the SagePoint Financial Website. These links are provided for your convenience only. Forest Hills Wealth Management is a marketing name for securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a Registered Investment Advisor.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck