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As you approach retirement, it is more important than ever to understand the role that Social Security can and should play in your overall retirement income plan.
Join our live webinar to learn how Social Security benefits work for you and your spouse, and about the potential opportunities you may have to increase your benefits throughout retirement.
This seminar will be hosted via live webinar. Upon registering, we’ll email you the Zoom web link and instructions for attending.
Coleman Webb, CFP®
Trust and communication are the keys to building strong relationships and strong futures. I want to understand what is truly important to you so we can frame every decision through that lens. We will use a goals-based approach to develop a financial plan that helps you stay focused on what matters most to you. There is no “one-size-fits-all” approach to financial planning so you know you will get a plan that is customized just for you and your needs. My job is to always give you the best guidance for your unique situation so that you may reach the life and retirement you want.
I have helped families plan and execute their retirement vision since 2010. I hold a Bachelor of Science degree in Economics from Western Oregon University and am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. I hold securities licenses Series 7, 6, 63 and 65 as well as the Oregon Resident Life and Health Insurance license.
In my free time, I enjoy hiking in the Pacific Northwest, working on DIY home projects and spending time with my wife, young daughter, and two dogs.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
At this time, we are not presenting any in-person seminars in an effort to ensure the health and safety of our members and employees. Please visit onpointcu.com/events and select “Anywhere in Oregon or Washington” from the location options to see all upcoming live webinars.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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