Independent, Fee-Only,

Investment Management and

Financial Planning Firm Bend, OR.

We are a boutique firm offering Socially Responsible Investments (SRI)

Let a CFP help you navigate your best financial future.

COMPREHENSIVE PLANNING

Our comprehensive financial planning process is more than just investments. As our clients are unique, our strategies that direct their financial strategies are as well. Our comprehensive planning strategies include a well-developed plan aligned to lifetime financial goals.

COMPLIMENTARY ASSESSMENT

Get started today with a complimentary assessment of your financial plan. You will receive a "Financial Planning Bend, Oregon Checklist" to start you on the right path.

SCHEDULE NOW

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October 29, 2024
Upcoming Election Perspectives
October 9, 2024
Nuclear Power as a Sustainable Energy Source? 
May 30, 2024
Ways To Protect Your Portfolio
March 27, 2024
Big Changes to 529 Plans
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