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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.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Explains importance of rare-earth minerals and their role in technology and security.

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Explains using life insurance to make meaningful charitable donations.

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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