New on-demand series helps plan retirement accurately!

Are you aware that your Social Security benefits WILL BE reduced if you do not apply on time or correctly? Did you also know that there are over 1,000,000 different combinations each with separate effects that will either reduce or maximize your Social Security benefits. Take 5-minutes to learn about how you can avoid these common pitfalls. You’ve paid into Social Security your entire life so don’t lose out because you didn’t prepare.

Ask The Financial Doctor®

The only financial talk show in Portland hosted by a financial advisor, Certified Public Accountant, and tax lawyer that answers your questions, live on the air, for free!

Worried About Social Security?

Frustrated and confused by Social Security benefit options? Discover the must know facts you need to know to make the most of your Social Security benefits.

Our Advisors

Robert (Bo) Caldwell,

President, Price Financial Group

Matt Mai,

CIO, Price Financial Group

Matt Sudol,
Wealth Advisor

Price Financial Group

Free Retirement Assessment

Get a comprehensive retirement assessment online and be sure you are making the right decisions for your future. 

Investing Simplified Process

When it comes to investing, what you don’t know really can hurt you. Knowing the difference between tricky financial concepts can help you steer clear of dangers and onto the road to a comfortable retirement. Learn more about our Investing Simplified® Process.

Estate Planning Considerations

Estate Planning is an often overlooked aspect of financial planning. Proper planning can leave your family with a secure and financially worry free financial future. If properly structured, you can leave a family legacy that will last for generations.

Simplify Your Investments, Because What You Don't Know Can Hurt You.

Are you ready to simplify your life?


Clearing Up Confusion About RMDs

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January 2, 2021 | Episode 1 | Happy New Year!

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16100 SW Cornell Rd, Suite 140
Beaverton, OR 97006

7105 SW Varns St, Suite 220
Portland, OR 97223

10121 SE Sunnyside Rd, Suite
300 Clackamas, OR 97015

Available by appointment, please call 503-253-3000


Email: [email protected]

Toll Free: (877) 50-PRICE (77423)

Local: (503) 253-3000

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