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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Not so happy anniversary today . . .

Today marks the anniversary of the largest single day market decline in history, otherwise known as “Black Monday”. This article (Black Monday), posted on our website, compares the market and economic conditions leading up to the crash of 1987 with our current... read more

You might be surprised where $1 in $5 is invested!

Demand from investors is driving significant growth in sustainable, responsible and impact (SRI) investments. More than one in every five dollars of professionally managed assets in the US incorporates environmental, social and governance (ESG) factors. A recent... read more

Feels good to be right sometimes!

On 8/26/2016 we posted this article on why a recession was unlikely over the next 12 months. One year later, the markets have hit new highs and most of the leading indicators are showing continued strength. This is obvious good news not just because we got it right.... read more

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

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