FINANCIAL ADVISORY SERVICES

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
How We Work With You

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.


Meet the Financial Advisory Services Team

Meet the Financial Advisory Services Team

Recent Financial Advisory Services News

Image of a senior couple sitting on a dock at sunset

March 27, 2025

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a meaningful impact on your financial income in retirement. Before considering how personal circumstances … Read more…

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