Transparent Pricing
No hidden fees. No surprises.
Straightforward pricing across all services so you always know what you’re paying for.
A personalized roadmap to help you organize your finances and think strategically when making financial decisions.
Ongoing investment management and strategy designed to grow, protect, and align your portfolio with your long-term goals.
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Customized coverage solutions to protect your income, family, and assets from life’s unexpected risks. ​
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Financial Planning
Have questions? Give us a call (541-583-0093).
Wealth Management
Transparent, Fee-only, & Goal-Oriented Investing
The plans above have a single low asset under management fee (AUM). There are no hidden fees, no trailing fees, and no trade commissions (except those a custodian may charge if selling out of existing MF postions). Custodians may have additional special servicing fees for services like wire transfers.
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*Some clients may have different contracts as our business has evolved over time.
Insurance
You generally won’t pay extra for our insurance services, since the cost is typically the same as going directly through the marketplace or carrier.