TYPE A 

PLANNING

Specializing in Wealth Management, 

Retirement, College, Insurance and Estate Planning.

 

TYPE A

SERVICES

INVESTMENTS

 

It is important that your portfolio aligns with your overall financial plan. Read More

INSURANCE PLANNING

 

None of us like to think of the scary “what if's” in life.  Read more

RETIREMENT PLANNING

Ideally, statistics show that retirement planning should begin in our 20's.

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ESTATE PLANNING

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries.

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COLLEGE PLANNING

 

Attending college is a big milestone and choosing the best institution for your student is a major family decision.  

Read More

 

OUR VISION

Our world is an increasingly technological, fast paced, and hands off age. While many financial advisors offer traditional asset management services, not all offer the full comprehensive planning experience that we find to be so incredibly effective here at Type A Financial. We want to take the journey with you - not just point you in the right direction. Our philosophy is simple. We want to get to know you on a level that will truly allow us to make a difference in your life. Your relationship with our firm may be limited to only money management, it may encompass fee only financial planning. As your trusted advisors, we will guide you as you set and work towards your goals. 

THIS IS NOT A JOURNEY YOU SHOULD NAVIGATE ALONE

TYPE A TEAM

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OUR ADDRESS

1800 Blankenship Road, Suite 125, West Linn, OR 97068

 

Rebecca Van Horn: Rvanhorn@Typeafinancial.com

 

Tel: 503-305-6703

Fax: 503-305-6706

 

Click Here to Find Us

 

CONTACT

US

Securities offered through LPL Financial, Member FINRA/SIPC.Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Type A Financial, a registered investment advisor. Financial Advocates Investment Management, Type A Financial and LPL Financial are separate entities. The LPL Financial Registered Representatives associated with this site may only discuss and/ or transact securities business with residents of the following states: CA, FL, OR, UT, WA. 


Society of Financial Awareness is unaffiliated with LPL Financial.

Copyright 2018 Type A Financial. All Rights Reserved.
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