An investment in knowledge pays the best interest.

Benjamin Franklin

One of the cornerstone principles at Littlejohn Financial Services is education. At our core, we want to teach. We want to help you better understand the moving parts of the financial system. And we want you to be successful.

Our experience is that investors are more successful when they understand the how and the why behind their investments. We are committed to helping people grow in their knowledge and understanding of the financial system.

Educational Resources

Oregon Saves Program

The State of Oregon recently created a program called Oregon Saves.

In summary, it requires all employers in the state to make available a retirement plan for their employees. But what sounds pretty simple has a few hidden details you may want to know about. Whether you're an employee or an employer, this Wealth Workshop video is a chance to get a better handle on how this program works -- and what it could mean to you.

Question Of The Week

Have you seen David on YouTube?

Click on the link below to watch a short video about either what the Markets have been up to or the new Question Of The Week videos.

If you want to stay up to date subscribe to our newsletter to receive these videos in your inbox.


Should I get a Roth IRA or a Traditional IRA?

Why efficiency matters to investors

Oregon's rent control law

How do you open an IRA?

What is the purpose of cash in your investment account?

Can I put money in an IRA for my child?

What is an investment?

Want more? Visit our YouTube channel. You may even want to Subscribe.

True Wealth Radio

Listen to David & Katie live on the air

Tuesdays at 4pm PST on 1240 AM KQEN.

Click on Listen Live.

Click HERE to listen to past episodes of the True Wealth Radio Show.

From your favorite Podcast App, listen anytime, anywhere.