Oregon (OR)

Oregon – Financial Education & Retirement Planning Tools

Helping Oregon Residents Make Informed Retirement Decisions

SafeMoney.com provides Oregon residents with retirement education and access to licensed, independent financial professionals. Whether you’re in Portland, Eugene, or Salem, our platform helps you explore income strategies focused on safety and long-term financial stability.

Oregon Retirement Planning Resources Include

  • Free guides on annuities, guaranteed income, and wealth protection
  • Access to financial professionals committed to client-first service
  • Tools tailored to Oregon’s financial and retirement needs

📥 Download our free Retirement Guides

or connect with an Oregon advisor listed below to request your personalized retirement planning materials.

Name Department Position SMC Phone Suburb State
Cathy Mendell – Founder of THEIA Financial, Inc. Cathy Mendell – Founder of THEIA Financial, Inc. THEIA FINANCIAL, INC President Safe Money Certified 541-210-1888 Jacksonville OR
Kai Baker, CLTC® Kai Baker, CLTC® Cash Flow Solutions LLC Principal Safe Money Certified 503-282-7874 Clackamas OR
Michael L Rich, CLU, ChFC Michael L Rich, CLU, ChFC The MD Insurance Expert Managing Director Safe Money Certified 503-781-5897 Lake Oswego OR

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