Type A Financial

Specializing in Wealth Management, Retirement, College, Insurance and Estate Planning.

Financial consultant in West Linn, OR (show on map)

A comprehensive financial services firm offering wealth management, retirement, college, insurance, and estate planning.

Call (503) 305-6703

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About

Type A Financial is a comprehensive financial services firm specializing in wealth management, retirement planning, college planning, insurance planning, and estate planning. The firm believes in taking a journey with clients rather than just pointing them in the right direction, offering a full comprehensive planning experience.

Their philosophy is to get to know clients on a level that truly allows them to make a difference in their lives. They offer both money management and fee-only financial planning services as trusted advisors.

Full comprehensive planning experience (not just asset management)

Personalized approach - getting to know clients on a personal level

Fee-only financial planning option available

Rebecca Van Horn recognized as 5 Star Professional Wealth Manager by Portland Monthly for 5 consecutive years and by Wall Street Journal 2021-2026

Over 32 years of combined financial experience

Services

Investments & Wealth Management

Portfolio alignment with overall financial plan, assessing risk tolerance, investment time horizon, income needs, and tax situation. Active portfolio management and rebalancing with regular reviews.

Risk tolerance assessment Portfolio rebalancing Regular progress reviews Tax-aware investing

Retirement Planning

Guidance on when to retire comfortably, maximizing retirement savings, portfolio allocation, tax advantages, and Social Security optimization.

Retirement readiness assessment Social Security optimization Tax-advantaged income structuring Asset allocation review

College Planning

End-to-end college financial planning including EFC analysis, cost research, FAFSA/CSS filing, award letter analysis, and final funding strategy.

EFC analysis FAFSA and CSS assistance Award letter analysis Final funding strategy

Insurance Planning

Help clients prepare for life's uncertainties by evaluating insurance needs and protecting against financial risks.

Risk assessment Life and health insurance evaluation Financial protection strategies

Estate Planning

Coordinate with attorneys to create wills and trusts, minimize taxes, leave charitable legacies, and facilitate timely asset distribution.

Will and trust coordination Tax minimization Charitable legacy planning Trust asset management

Credentials & Certifications

CFP® (Certified Financial Planner)

FINRA Series 7

FINRA Series 66

FINRA Series 24

Life and Health Insurance Licenses (WA & OR)

LPL Financial Registered Representative

Frequently Asked Questions

What services does Type A Financial offer? +

Type A Financial offers investments/wealth management, retirement planning, college planning, insurance planning, and estate planning.

Is Type A Financial a registered broker-dealer or investment advisor? +

No, Type A Financial is not a registered broker-dealer or investment advisor. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor.

What states can LPL Financial representatives discuss securities business with residents of? +

AK, AZ, CA, CO, FL, ID, OR, TX, and WA.

When should retirement planning ideally begin? +

Ideally, retirement planning should begin in our 20s.

What is Type A Financial's approach to financial planning? +

Type A Financial takes a comprehensive planning approach, getting to know clients on a personal level to truly make a difference in their lives, rather than just pointing them in the right direction.

What does the college planning service include? +

College planning includes EFC analysis, cost of attendance research, FAFSA/CSS filing assistance, award letter analysis, and final funding strategy development.

What is Matt Lazaras's background? +

Matt Lazaras has been a licensed advisor since 2018, holds CFP certification, graduated from Salve Regina University with degrees in Economics and Business Administration, and holds FINRA Series 7 and 66 registrations.

What is Rebecca Van Horn's background? +

Rebecca Van Horn has over 32 years of experience, earned a Bachelor's in Accounting from Santa Clara University, was a Senior Manager at Deloitte Consulting, and worked at a Fortune 500 company managing two divisions with over $400M in revenue.