Skip to main content
Benjamin Waibel, MBA, CFP®, CLU®
Benjamin Waibel, MBA, CFP®, CLU®
  • Home
  • About Us
    • Our Firm
    • Bio
    • Tell A Friend
  • Services & Philosophy
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Account Access
    • Your Financial Plan
    • SagePoint Accounts
    • Social Security
    • Oregon 529 Plans
  • Contact Us

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

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

Newsletter Sign-up

Click here to get the latest articles, newsletters and videos.

Sign-up Now

Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

More Videos »

Newsletters

  • A More Affordable Life Insurance Solution

    Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.

  • Key Retirement and Tax Numbers for 2022

    Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.

  • Mutual Funds: Do You Know What’s in Your Portfolio?

    It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.

  • Stock Market Risks in the Spotlight

    Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.

More Newsletters »

Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Estate Taxes

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

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

More Calculators »

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.

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