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Brent Lince (CFP®)

Brent Lince focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

 

Brent Lince is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who is on a mission to help people from all walks of life gain purpose, clarity and peace of mind through objective, fee-only financial advice. He offers financial planning and investment management on a flat fee basis. He has no minimum asset, net worth or income requirements. His clients have the flexibility to engage him on a one-time, as-needed or an ongoing basis. For investments, he works with his clients to create an investment plan. Clients then have the option to implement the portfolio themselves or hire him to do the ongoing investment management for them. He uses low-cost, well-diversified funds from Dimensional Fund Advisors (only available to his investment management clients) and Vanguard.

 

His office is located in Hillsboro, OR, where he and his family have lived since 1989.

 

For more information please visit www.lincefinancialplanning.com.

NAPFA Start Date

March 08, 2012

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Call for an Appointment Hillsboro, OR 97124-8403 Phone: (971) 217-7537
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