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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

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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.

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Explains using life insurance to make meaningful charitable donations.

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Covers benefits of personal umbrella insurance for large liability claims.

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Describes retirement plan options that help self-employed workers save on taxes.

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the future value of your current savings.

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