About 14,600 days.
That’s half of a lifetime.
Forty years is a remarkable amount of time to be serving individuals, families, and our community.
To mark our 40th year as a financial planning firm, we ask you to join us for a year of celebration and giving back.
Ripple Event: Staying Safe from Identity Theft and Cybercrime
Wednesday, October 11, 4 pm
Live Zoom Meeting Only
We’re excited to host Jeff Lanza, a Cyber Security and Identity Theft Expert and retired FBI Special Agent. Jeff will provide solutions to real-world cyber risks and share how we can stay safe from the most common scams. Attendees will walk away with simple steps to employ, keep identities safe and stay protected from the plethora of cyber scams and frauds that pervade our society.
This meeting will take place via live Zoom only. The session will NOT be recorded. Click Here to register in advance for this event.
Free Financial Planning Day
Wednesday, October 25, 1 pm – 7 pm
At the Hurley Building
275 West 3rd Street, Suite 600, Downtown Vancouver
We’re inviting the community to meet with our Certified Financial Planner™ professionals to get answers to questions about personal finances. These complimentary 1:1 sessions with a financial planner are for individuals or couples who would like to discuss budgeting, paying off debt, maximizing income, planning for a child’s education, or other financial topics.
Schedule your 30-minute Zoom or in-person session here.
Help us make a ripple effect of positive change in our community.
We believe in participating with and giving back to our community. Learn more about how we decide what local organizations to sponsor and support – see our philanthropic guideposts.
Four philanthropic guideposts that help guide our giving:
Programs for Positive Change
We believe in programming that is upstream in its approach and strategic in its design. Activities that aim to solve and prevent challenges before they start are in alignment with our companies’ approach and highlighting ways to leverage other sources of support is even better. We ask: how can our support be a catalyst for good?
Our community is our home, and we honor the beauty that surrounds us – be it the green landscape, the thriving downtown, or the art and music that bring us joy. We put our efforts to improving our local surroundings.
Empowerment through Leadership
We want to invest in developing local leaders – especially our youth – because in doing so, we give voice to those who need it most and help build a more robust, diverse think tank to help solve our community’s greatest challenges.
Education & Skills for Financial Wellness
At the heart of Johnson Bixby and Integrated Tax Services is a commitment to help clients make the most informed choices possible for their financial success. We work to extend our commitment to education to our local community members.