Rise Again Financial

Rise Again Financial

Financial Services

Springfield, Oregon 53 followers

Helping educate and plan for the financial freedom you deserve

About us

Our representatives and advisors have been there, and back. We believe markets and economic conditions are best navigated with a seasoned professional that can customize a strategy that will work for you now, and for your future dreams and goals.

Industry
Financial Services
Company size
1 employee
Headquarters
Springfield, Oregon
Type
Self-Employed
Founded
2023
Specialties
Wealth management, Investments, Financial planning, and Insurance

Locations

Updates

  • I’m on a mission to help improve American finances! So, I’m offering FREE mini planning sessions to anybody who needs help in any of these areas: • Revitalizing old retirement accounts -----If you’re in target date funds or have old accounts that haven’t been rolled over, you can probably benefit • Optimizing federal student loan debt -----If you can’t tell me what payment plan you’re on or haven’t looked at them in over 5 years, you could probably benefit • Improving their budget -----If you feel like your financials are out of control, you could probably benefit After we talk, you get a personalized list of action steps to help you know what to do going forward. There’s no catch and no cost. Honestly, what do you have to lose? Book here: https://lnkd.in/gBxJ8w8Y

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  • I cannot stress this enough. Just because you aren't rich doesn't mean you are a bad person or that you failed. And just because you are rich doesn't mean that you are a good person or succeeded. In all honesty, your value as a person has NOTHING to do with the value in your bank account. Love yourself and you may be shocked that your bank account will start to love you too.

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  • Something that confuses a lot of people is the concept of diversification. Diversification is when you have multiple different types of investments so that your risk is reduced. Risk never goes away, no matter what anybody tells you. But if your investments are diversified, you won't lose everything if one investment goes down in value. Basically, it really is like a salad bowl. Let's say your investments as a whole are the bowl and everything in it. If you have just one type of investment, like just having a bowl of lettuce, your whole experience of whether that salad is good hinges on the quality of the lettuce. It better be some dang good lettuce. Instead, you need to have multiple types of investments, such as nuts and fruit so that if the lettuce isn't perfect, the other ingredients make up for it. Let's take that one step further and introduce the concept of choosing individual investments within a category. Take for example the nuts category. Do you want walnuts, pine nuts, almonds, or cashews. You may decide that you want two investments in that category and select pine nuts and almonds. That's the same as choosing two large companies to invest in. But you don't want to put too many nuts in your salad or you can't taste the other things. It's all about balance. Just like a balanced salad is better for your health and has more satisfying results, a balanced and diverse portfolio will be as well.

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  • Imagine this: You're about to embark on a cross-country flight. As you settle into your seat, the pilot's voice comes over the intercom to tell you that they don't have a flight plan but they know the general direction they're going. You'd be pretty terrified right? Now, let's apply that same principle to your financial journey. 🛫 Just like a pilot needs a flight plan, you need a financial plan to guide you through life's twists and turns. With a plan, you're prepared for the unexpected and equipped to make the most of every opportunity that comes your way. ✈️💼So, as you soar through your financial future, remember: a solid plan is your ultimate co-pilot. #FinancialPlanning #NavigateWithConfidence #SecureYourFuture

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  • I get asked all the time what a planning meeting looks like. Well, let me paint you a picture of what goes down when we sit down to chart your financial course. 🎨✨ Here's a sneak peek into a common agenda: 1️⃣Establishing a Starting Place: We kick things off by getting a lay of the land. We'll take stock of your current financial situation, including income, expenses, assets, and liabilities. This sets the foundation for our journey ahead. 2️⃣ Reviewing Your Rough Draft Plan: Next up, we'll dive into the nitty-gritty of your financial blueprint. We'll go over the rough draft of your plan, discussing your goals, aspirations, and any roadblocks you might be facing. It's all about fine-tuning your strategy to align perfectly with your vision for the future. 3️⃣ Running Simulations: Now, let's put your plan to the test! We'll run simulations to explore various scenarios and determine the best course of action. Whether it's adjusting your investment portfolio, optimizing your debt repayment strategy, or planning for major life events, these simulations help us make informed decisions with confidence. 4️⃣ Finalizing Further Steps: Last but certainly not least, we'll map out the next steps on your financial journey. From setting actionable goals to outlining a timeline for implementation, we'll ensure that you walk away from our meeting with a clear roadmap for success. So, there you have it – a glimpse into the magic of a planning meeting! Ready to roll up your sleeves and start crafting your path to financial greatness? Let's make it happen. 💼💡 #FinancialPlanning #ChartingYourCourse #DreamsToReality"

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  • Hey there! 🌟 Let's talk about a game-changer in the world of finance: compound interest. It's like a magic multiplier for your money, working behind the scenes to supercharge your savings and investments. 📈 Here's the scoop: Compound interest is the snowball effect in action. As your money earns interest, those earnings are reinvested, leading to even more interest in the future. 💡 But here's the real kicker – compound interest isn't just a concept; it's a financial powerhouse that can significantly impact your long-term wealth. The best way to save for any financial goal, from a down payment on a home to retirement, is to harness the power of compound interest for yourself. 🚀 Ready to kickstart your journey to financial freedom? Let's chat! Whether you're a seasoned investor or just dipping your toes into the world of finance, understanding and leveraging compound interest can make all the difference. Together, let's unlock the full potential of your savings and investments, one compounded dollar at a time! 💰 #CompoundInterest #FinancialGrowth #InvestingWisdom

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