Retirement & Insurance

Meet financial planner, Helen Alexander.

Helen Alexander

Helen R Alexander, CFP® CLU ChFC
Vice President, Wealth Management
(503) 416-0234
12630 SE Division St., Portland, OR 97236-3132
View investment professional information on FINRA’s BrokerCheck.

 

Helping you reach your financial goals is my number one objective. 

Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline, and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a partner of NW Priority Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc*, a broker/dealer focused on serving credit union members.  CUNA Brokerage Service, Inc. is an affiliate of CUNA Mutual group.

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation today!

Contact Me Today

*MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services Inc., (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor.  CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee.  Not a deposit of any financial institution.  CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America>
FR-2143060.1-0618-0720

.

AFFILIATIONS

  • Financial Planning Association
  • National Association of Tax Professionals

CAREER HIGHLIGHTS

  • Financial Services Industry 20+ years
  • FINRA Registered
  • Life, Health and Annuity Licensed

PERSONAL

  • Married to John
  • Two children - Casey & Cody, Granddaughter - Chloe, two dogs and one cat
  • Enjoy refinishing old furniture, travel and a good book

COMMUNITY ACTIVITIES

  • Junior Achievement Volunteer
  • Pro Bono work – Financial Planning Foundation
  • Habitat for Humanity Volunteer

PROFESSIONAL SERVICES

  • Financial Planning
  • Wealth Preservation
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Tax-advantaged Investment Planning
  • Wealth Management
  • Portfolio Management
  • Financial and Insurance Planning
  • Retirement Income Planning
  • Education Funding