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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

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Flipbooks

You can review interesting Flipbooks on my site.

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Contact Us

Please feel free to contact us with any questions.

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Taking a Financial Inventory

A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

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Transcript

Newsletters

  • HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy

    This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.

  • Four Key Objectives of a Sound Retirement Plan

    A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.

  • Social Security Offers Benefits from Birth Through Old Age

    The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. This article outlines other types of Social Security benefits.

  • 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

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Car Affordability

    How much can you afford to pay for a car?

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators »

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. Financial Inc.,(Osaic Wealth, Inc.), member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. Osaic Wealth, Inc. 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 Osaic Wealth, Inc. 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 Osaic Wealth, 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