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+1 541-868-3800
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| 100 W 13th Ave Suite 200, Eugene, OR, 97401 | |
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0.6 miHilyard Station (eastbound)
0.6 miHilyard Station (westbound)
0.7 miEugene-Springfield
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Specialties
Through the financial planning process I come to understand what is important for my clients. I structure client portfolios to work hard for their varied financial goals. I balance and allocate assets appropriately among short term, intermediate term, long term and legacy goals for my clients. I make the financial aspect of life easy for my clients so they can focus on the more important aspects of life. Clients can focus on the spiritual, intellectual, physical, emotional for themselves and doing good things for our interconnected planet when their financial lives are in order. I will help you put your financial life in order through financial planning and then implementing your financial plan by saving and investing the most appropriate investments to help you achieve your goals.
