TWO WEEK FREEZE
PER GOVERNOR KATE BROWN'S ORDER
Our office will be closed to the public effective
Wednesday, November 18th through December 2nd.
We will be answering phones and processing orders. If you need assistance,
please call 541-440-6868.
Thank you for your business, and we hope you have a safe and Happy Thanksgiving!
Joel, Mark, Rose, Theresa & Becky
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
The Financial Literacy Crisis
Succeeding at Business Succession
Doubling Your Money
Stay Safe with a B.O.P. At Your Back
The Long Run: Women and Retirement
When Markets React
Our business is built on a foundation of thoughtful client relationships.
Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.