The 4th of July! A time of celebration, fun, family, and patriotism! This Fourth of July marks the
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Welcome to von Borstel & Associates, an independent, full service financial planning firm serving clients across the country.Markets Are Unpredictable
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We Are Not - Are You On the Right Financial Path?Ask yourself these 18 critical questions. The more you can answer, the better your financial decisions.DOWNLOAD NOW
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- Our robust technology helps you to become more financially organized. When you are organized we can have better conversations. The more we collaborate, the more we learn, and the better our recommendations.WATCH VIDEO
Values, Vision and Wealth
We design, implement and maintain custom-tailored wealth management strategies and solutions for affluent families, business owners, highly compensated professionals, and those who are facing a significant life transition.
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Upcoming Events
We are educators and focused on telling you the truth about the markets and about investing. We provide a variety of learning opportunities to help increase your financial IQ.
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How to Be Your Best
When you are random with your thoughts and actions, mediocrity can result in lost opportunities. We believe in a process that can help you to be your best. We’ve used this process to help hundreds of clients pursue their financial goals.
Read More 33Years in Business
464Successful Families Guiding
184Years of Collective Industry Experience
About Wayne
My purpose is to help you find contentment and happiness in living a simpler, but more successful financial life.
The Truth Project Book
Wayne von Borstel, CFP® ChFC®, CLU, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts.
Upcoming Events
16
Aug
4 C’s: A Framework for Your Retirement Income Strategies
6:30 pm - 7:30 pm
Attend from the comfort of your own home.
Join us from the comfort of your own home, office, or anywhere you have internet access! Our free monthly webinar covers a new financial topic each month.
August Coaching Call –
4 C’s: A...
05
Sep
Separating Myths from Truth 09/05/2018
6:00 pm - 8:00 pm
9955 SE Washington, Suite 105, Portland OR 97216
15
Sep
Social Security Strategies Seminar 09/15/18
10:00 am - 12:30 pm
9300 SE Sunnybrook Blvd., Clackamas, OR 97015
Blog
Stop the World! I Want to Get Off!
- By Craig Smith
- In Blog, Live Your Best Life, Self-Help, Success
- May 30, 2018
That’s the sense I get from many people that I talk with today. There’s so much going on, and
When Can “Lumpy” Be Good?
- By Craig Smith
- In Blog, Taxes
- April 23, 2018
The word “lumpy” doesn’t evoke a lot of positive thoughts. Lumpy greens aren’t fun to putt
Are you Ready for a Disaster?
- By Wayne von Borstel
- In Blog, Live Your Best Life, Planning
- April 6, 2018
Life is great! We are rich in many ways, free and have access to many things that we often take for
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Free Second Opinion
Financial decisions are hard to make. Our VISION TO WEALTH PROCESS™ can help. Please provide your name and contact information and we will be in contact with you shortly to schedule your free second opinion.
