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Shawn O. Higley CPFA, CRPC, NQPA, CTFA, AIF

5150 S Landing Drive Suite 2B - 209


Portland

,

OR

97239

Phone:

503-747-8601

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to Higley Financial 

You’ve found a trusted resource — a coach, mentor, guide, and more importantly, a friend.
Please take full advantage of the tools, materials, and insights here. Everything is designed to educate, inform, and ultimately bring you clarity and comfort in complicated territory.

Our goal is to help you understand the potential rewards, recognize the risks, and take a proactive approach to your situation.
Awareness leads to wellness. Complex concepts become manageable when you have a process, a plan, and someone walking the road with you. People don’t plan to fail — they fail to plan. And sometimes the reverse is true: people plan endlessly and never take action. Often, you have to “work on the car while it’s moving.” When you only have one vehicle — the one that gets you to work — repairs must happen carefully and in motion. Over time you’ll have more flexibility, but it starts with action, not fear.

As the old Kung Fu Panda wisdom goes: “One often meets their destiny on the road they take to avoid it. Fear cannot be the baseline for your decisions. Ownership, effort, and doing the work create the understanding needed to move forward. I can’t do it for you, but I can certainly do it with you.

Our Two Core Messages

  1. There is tremendous value in working with a skilled fiduciary-minded professional.

  2. We bring that value to you, your spouse, your family, and your business as an educator, consultant, and partner.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Outlines how estates handle debts of deceased individuals.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Advises small businesses on cybersecurity risk management.

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How much do you need to save each year to meet your long-term financial goals?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Use this calculator to determine whether you qualify for the different types of IRAs.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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