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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Hosting the Green Drinks EXPO!

We are co-hosting this Thursday’s Green Drinks Expo! The Bend Environmental Center  and local Green Spot Businesses like Cascade Financial Strategies (CFS) play host to the rotating venue every other month. This is the kickoff event for 2017 which will feature CFS and... read more

Market and Economic Outlook for 2017

Happy New Year! Below is a summary of LPL Financial’s economic and market outlook/forecast. You can follow the link to view the entire piece. This broad view provided by LPL is very similar to the majority opinions of most investment firms. I hope that the information... read more

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

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

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