Broker Check

698 NW York Drive
Bend, OR 97703
Office: (541) 389-3624
Fax: (541) 389-3579

Envision Your Life   Live Your Vision

Our mission is to assist you in working towards your vision for the future. We aim to address your needs by understanding your priorities, then placing them at the core of your personal wealth management strategy.  Through consultations, effective communication and exceptional services, you will be inspired to make informed decisions with regard to your financial affairs.

Objective Services

Financial Planning

  • Retirement Planning
  • Social Security Analysis
  • Education Planning
  • Charitable Gifting
  • Estate & Legacy Planning
  • Asset Management
  • Debt Management
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  • Taxable & Municipal Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Annuities
  • Institutional Money Management
  • REITs
  • Commodities
  • Managed Futures
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  • Term Life Insurance
  • Variable Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • 2nd to Die Insurance
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