Planning matters

Meeting Options: We’re Just a Phone Call Away

As your financial planning partner, we love our meetings together. They allow us to catch-up, celebrate your financial achievements and plan for the future. Getting together doesn’t always have to mean physically getting together – we can just as easily have our meeting through a Skype, Facetime or phone meeting rather than face-to-face. Today’s blog…

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Today’s Worker: The Independent Contractor

Not long ago, the norm would be to graduate from college, get a job, and stick with that job until retirement. But now one alternative is to graduate with a specific set of skills, find a contract position in your field, and then move from one contract to another, with a variety of different companies,…

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Letter about KMS merger with Advisor Group

KMS Financial Services, Inc. (KMS), the SEC-registered investment advisory firm with whom Johnson Bixby is affiliated, recently announced that its parent company, Ladenburg Thalmann Financial Services Inc. (LTFS), has entered into a merger agreement with Advisor Group, Inc. (AG). Headquartered in Phoenix, Arizona, AG is one of the nation’s largest networks of independent financial advisors…

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A New Year. A New Decade. A New Building.

Johnson Bixby is on the move. It’s official! I’m proud—yet humbled—to share in mid-January 2020, the Johnson Bixby and Integrated Tax Services teams will move to a new six-story building in downtown Vancouver, located at 275 West Third Street. Thank you! Our growth is because of you – our devoted clients. Your partnership and support…

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What Can the Client Services Team Do for You?

Have you ever had a question regarding your investment accounts or other financial planning matters, but not sure who to contact in our office? At Johnson Bixby, we have an experienced team available to help you with those very questions. Some of the most common questions we get are related to the following topics: Needing…

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