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!

New Westside Location!

If you live on the westside of Portland, you now have more options at Price Financial Group Wealth Management. Schedule an appointment today and meet with us. It’s free, there is no hassle, and meet with Robert (Bo) Caldwell, CFP®, ChFC®, AAMS©.

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.

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.

Investing Simplified®: What You Don't Know Can Hurt You!

When it comes to investing, what you don’t know can hurt you! Knowing the difference between tricky financial concepts can help you steer clear of the dangers and get onto the road to a comfortable retirement.

Your Retirement Made Simple!

“Your Retirement Made Simple” is a #1 Best seller on Kindle! Get your copy now!
Bo Caldwell, CFP®, ChFC®, AAMS®

Bo Caldwell, CFP®, ChFC®, AAMS® is the Vice President of Price Financial Group Wealth Management. He is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant™ (ChFC®), and Accredited Asset Management Specialist™ (AAMS®). Bo is also a completely independent and fiduciary RIA with seven years of extensive experience. He specializes in holistic financial planning, estate tax, retirement planning, and college savings planning. Because he is a fiduciary, Bo only does what is in the best interest of his clients and their individual needs. He understands that no two situations are alike, and he works diligently to make investing simplified so that his clients can achieve their financial goals.

Social Security Planning

Social Security is an important part of any retirement plan, and it’s important that your strategy helps you receive all that you’ve earned. Make sure you are making the right decision before it’s too late.

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?

VIEW ON-DEMAND SEMINARS NOW


Clearing Up Confusion About RMDs

Last month, we posted information about how the...

Episode 06 | Is Your Relationship With The Stock Market Healthy?

There are a lot of people with great intentions...

Episode 03 | Tax Tips with Keven Steege & 2020 Market Update

There are a lot of people with great intentions...

Episode 06 | Is Your Relationship With The Stock Market Healthy?

There are a lot of people with great intentions...

Episode 03 | Tax Tips with Keven Steege & 2020 Market Update

There are a lot of people with great intentions...

Episode 02 | Brush Up On Roths, Spousal Benefits, & The Tax Investigator

There are a lot of people with great intentions...

Eastside Location:
555 SE 99th Ave
Suite 103
Portland, OR 97216
Our Westside Location:
7105 SW Varns Street
Suite 175
Portland, OR 97223

Email: [email protected]

Toll Free: (877) 50-PRICE (77423)

Local: (503) 253-3000

Request an Appointment

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