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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 Clients Are Our Priorities

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.

<p>The Financial Literacy Crisis</p>

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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<p>Succeeding at Business Succession</p>

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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<p>Doubling Your Money</p>

Doubling Your Money

This calculator demonstrates the power of compound interest.
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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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When Markets React

When markets shift, experienced investors stick to their strategy.
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<br /><br />Client Centered



Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

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.

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