Financial Advisor Oregon | Connect with Thistle Wealth®
Step Into Retirement Knowing Your Plan Is Doing Its Job
Every client relationship at Thistle Wealth® begins with an Intro Planning Call.
Before scheduling that conversation, we have a few questions below to help us understand your situation and what you’re hoping to solve. The work we do is deeply personal, and we believe good planning starts with listening.
Once we review your responses, we’ll follow up with the next steps. If it looks like we might be a strong fit, we’ll send you a link to schedule your Intro Planning Call.
Retirement Planning Oregon
Stay Connected
804A NW Buchanan Ave
Suite 37
Corvallis, OR 97330
Phone: (541) 230-4820
Email: support@thistlewealth.com
Office Hours
Monday–Friday
By appointment only
FAQs
Is there a fee for an Intro Planning Call?
No, the intro call is complimentary. It’s simply a chance for us to get to know each other a bit and see whether working together would be a good fit.
Are meetings available virtually?
Absolutely. Although our office is in Oregon, we work with clients throughout the United States using secure video meetings. Many people find this makes it easier to connect regularly without needing to travel.
Do you offer consultations for families approaching retirement or who are already retired?
Yes to both! Many families we help contact us in their last years before retirement or when they have already retired. At this stage, they often have urgent questions about income, taxes, and investment choices. We can serve you best if you’re about 5-8 years from retirement, or if you’ve already retired.
What should I bring to my first meeting with a financial advisor?
Yourself! The first conversation requires nothing formal. Bring the questions that have been driving you crazy, and we’ll answer everything we can. If we choose to move forward, we’ll help you gather the information needed to create your plan.
Do you work with families across Oregon?
Yes. Our office is based in Corvallis, but we work with families throughout Oregon and the United States. Some clients meet in person, while others prefer meeting virtually, depending on what’s most convenient.
How long does the first consultation take?
Our Intro Planning Call will take approximately 30 minutes.
Are you a fiduciary?
Yes! I (Ellen) want to act in your best interest, but I’m also legally and ethically bound to.
Do you have a minimum?
Yes, our wealth management Oregon services are for clients with $1,000,000+ in investable assets, where planning has the most impact (retirement income, tax efficiency, estate considerations).