Building Integrated Tax & Investment Strategies

Crafting a comprehensive plan for personal financial success

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Financial Success Plan

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An integrated tax & retirement strategy to achieve personal goals

An individual plan for cash flow and debt management

A family-wide plan to address education, estate & trust, and business planning

Our Services

  • Goal Setting & Review
  • Debt Management
  • Portfolio Review & Risk Strategy
  • Charitable Giving Strategy
  • Education Planning
  • Risk Management
  • Asset Allocation
  • Portfolio Review
  • Rebalancing
  • Risk Strategy
  • Tax Strategy
  • Tax-Smart Financial planning
  • Retirement Plan Review
  • Family Security & Cash Flow
  • Budget, Cash Flow & Savings
  • Retirement income planning
  • Insurance & Risk Management
  • Short & Long-Term Disability
  • Estate & Trust Review
  • Year-End Tax Review & Tax Planning
  • Investment Distribution Review
  • Deferred Income Strategy

We bring together our tax-savvy CPAs and our invaluable team of financial advisors to craft an individual tax/investment strategy specific to your personal goals. We have advisors serving the Bend, Hillsboro, and Eugene offices.

Our team provides a perspective that combines investment planning, income protection, asset preservation, and retirement planning to create a comprehensive personal financial plan.

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