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My approach to financial planning is based on common sense: the ability to ask the right questions, listen carefully and offer solutions. I can help you develop an effective financial plan by a process of clarifying and stating financial goals and objectives; determining your current position in reference to your goals; planning and implementing action. Cetera Advisor Networks LLC Passages of your life...

  • Protect earning power to assure family security.
  • Provide a College or Education Fund.
  • Accumulate retirement income.
  • Live a comfortable, quality life in retirement.

Create a responsible strategy for lifes financial opportunities...

  • Windfall or "lump sum" distributions
  • Stock options
  • Charitable gifting
  • Tax Advantaged investing
  • Estate Planning
  • Business and employee benefit programs

Build your investment portfolio as part of your life plan...

  • Mutual Funds
  • Annuities
  • Stocks
  • Bonds (taxable and tax-free)
  • Retirement planning
  • Investing for college education
  • Estate Planning
  • Long Term Care Insurance
  • Term, Variable Life Insurance

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to help ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

 

Investment advisory services and securities offered through Cetera Advisor Networks, LLC (doing insurance business in CA as CFGAN Insurance Agency) member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.

820 No. 5th Street, Jacksonville, Oregon 97530 United States

We are registered to sell Securities in the following state(s): AZ, AR, CA, HI, ID, KY, MT, OH, OR, VA, WA

We are licensed to sell Insurance in the following state(s):OR, CA, WA

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