A Registered Investment Advisor
(541) 678-5475

Fee-Only Financial Planning and Investment Management tailored to match client goals and needs, which can include Socially Responsible portfolios.

CFP® Certified Financial Planner
Who We Are - Cascade Financial Strategies - Certified Financial Planner

Who We Are

We offer FEE ONLY Financial Planning and Investment Management. Planning-based strategies and unbiased advice are aimed at addressing the financial obstacles encountered throughout a lifetime.

Resources - Cascade Financial Strategies - Investment Management

Resources

Useful resources including LPL login, financial calculators, website links, and FDIC Insurance information.

Investment Management Process - Cascade Financial Strategies

Process

Our process involves more than investment management. The strategies we provide begin and end with Financial Planning. We never “sell” products . . . instead, we provide strategies.

Socially Responsible Investing

SRI - Socially Responsible Investing
USSIF - The Forum for Sustainable and Responsible Investment
Socially Responsible Investing (SRI) is an investment strategy that analyzes investments on their social merits in addition to their return and economic merits. Our blog, SRIbend.com, is dedicated to publishing educational information on this investment strategy. CFS is the only firm in Central Oregon that is a member of the US/SIF, The Forum for Sustainable and Responsible Investment. CFS is an advocate and supporter of many other local and national organizations that promote sustainable and responsible living.

Check out our Blog for the latest articles.

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SRI Presentation

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Post Election 2017 Outlook

Before providing projections for next year, the LPL Research team takes a look back at this time last year when the markets were recovering from more than a -10% pullback only to enter a period of steeper declines in January and February of this year. After the... read more

Post election sell-off?

The information found in this blog post seems to point in the opposite direction of a market sell-off. Post-Election sell-off? I thought that it might make for a good diversion to all of the other news that will be coming out tomorrow. I like the positive projections... read more

Bend Venture Conference adds Social Impact Category

New to the Bend Venture Conference (BVC) this year was the addition of Social Impact Category carrying an investment of $250,000! These applicants were described as “for-profit Oregonian companies whose business models are integrated with a mission to have a... read more

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Financial Planning, Impact Investing, Investment Strategies, Socially Responsible Investing, Wealth Management, Retirement Planning

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