Home NavigationMENU
  • About Us 
    • About Our Firm
    • Meet Our Team
    • What We Do
  • Why Choose Us 
    • Our Investment Philosophy
    • Our Approach
    • About LPL Financial
  • Client Center 
    • Account View
    • Photo Album
  • Resources 
    • InvestĀ·iĀ·Vision
    • Articles of Interest
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • Glossary
    • Tax Resources
  • Education 
    • Retirement Planning Classes
    • Social Security Workshops
  • Contact Us 
    • Historic Heilner House
    • Contact Form
Estate

Test Your Estate Strategy Knowledge

 

Related Content

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

 

Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

  Download Market Commentary

  Download Economic Commentary

 

Latest Blog Post

VWM Market Update

March 11, 2020

The tough times that global markets were experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This combination of...

Equifax Breach

September 27, 2017

Recently, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this...

Summer Winds Down

August 18, 2017

As summer winds down, vacations come to a close, and kids head back to school, the calendar is relatively quiet in terms of major market events. Earnings season for corporate America—which was a good one—is behind us. No...

 

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

LPL Registered Principal, Securities registered in AK, AZ, CA, CO, FL, HI, ID, KY, NV, OH, OR, TX, and WA.

Contact

Vision Wealth Management
Office: 541-523-0900
Toll-Free: 800-854-0433
Fax: 541-523-5290

1839 2nd Street
P.O. Box 589
Baker City, OR 97814

marcy.haines@lpl.com

Facebook LinkedIn

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations