Do you wonder if you are saving enough to fund your retirement, or if you are on track for college expenses? Confused about the myriad of investment options or sales pitches you are hearing? This is an opportunity for you to have a financial checkup with a professional fee-only Certified Financial Planner™. Areas we can cover include cash flow and debt management, college funding, retirement planning, investment allocation and selection, risk management, estate plans and taxes.* Or, if you have a particular financial concern or question, we can focus on that. You will receive a written report as part of the financial checkup.

Services provided by Andy Tilp, CFP®, through his independent fee-only financial planning firm, Trillium Valley Financial Planning, LLC. TVFP is a Registered Investment Advisory with the State of Oregon, providing financial planning and investment advice services to individuals and families from all walks of life and in all phases of their life. There are no minimum asset or income requirements. You do not need to worry about a high-pressure sales pitch as we do not sell any products and we do not receive any commissions. Our compensation comes from client fees only. This frees us from the inherent conflicts of interest that come from selling products or receiving commissions. The focus is exclusively on what is best for you.

Andy is also the proud parent of a Village Home student and teaches a high school level personal financial literacy class at Village Home.

* Note: Tax, insurance and estate planning are within the context of the overall plan; a licensed tax specialist or CPA, insurance agent and estate-planning attorney, respectively must administer actual implementation.