Putting it all Together - Creating your Financial Road Map

Creating a picture of your overall financial picture is a great step to determine where you are now, envisioning where you'd like to be and evaluating the gaps between the two to gain a clear road map of action steps and a benchmark to measure progress over time. We invite you to check out this brief video for more information. 

Video Link - can be provided by email request. Apologies while we work on updating our website to include the link here. 

Best Financial Advisors in Eugene by Expertise.com. This list of Financial Advisors based in Eugene is based on more than 25 variables across five categories - availability, qualifications, reputation, experience and professionalism. Potential picks are identified in a community by public databases and customer referrals. The business qualifications are then validated by Expertise.com using public records to determine each provider's reputation. Every provider is analyzed based on the number of professional databases reviewing them, average score, and volatility. Finalists are selected based on area of service, scope of services offered and years of experience. Lastly a mystery shopper calls to gauge knowledge-ability, friendliness and professionalism. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Your Future

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.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.