Check the background of this financial professional on FINRA's BrokerCheck. CRS Form (Client Relationship Summary)
Frequently Asked Questions
Independent Advice from a Local Professional
When can I get started?
We are by appointment only, 8am - 8pm, 7 days a week.
You can schedule online or give us a call at 541-583-0093.
What should I expect from a free initial consultation?
The goal of our initial consultations is to get to know you and your needs better to see
if our services fit. They are confidential, no-obligation, and are not high-pressure.
What services do you currently offer?
We currently offer financial planning, wealth management, and insurance
services, as well as financial education classes.
Independent Advice from a Local Professional
Goal-Oriented Investing
Competitive Insurance (Life, Health, Disability)
We help grow and empower communities
How much does it cost to see a financial planner?
Initial consultations are 100% complimentary!
After that it depends on the service you select, prices are posted on the services page.
To schedule a complimentary consultation, click here.
What is a Financial Plan?
Financial planning is the long-term method of carefully managing your finances so you can achieve your life's goals and dreams, while at the same time navigating the financial challenges that arise in every stage of life. In order to create an effective plan, your current financial health should be reviewed. Goals are then set to analyze and evaluate your plan in the future. Monitoring the plan on an ongoing basis, and developing an action plan, are essential in order to make necessary adjustments to reach your goals.
What is Financial Literacy?
"Personal finance describes the principals and methods that individuals use to acquire and manage income and assets. Financial literacy is the ability to use knowledge and skills to manage one's financial resources effectively for lifetime financial security."
-Jump Start Coalition
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