Fee-Only Financial Planning and Investment Management tailored to match client goals and needs, which can include Socially Responsible portfolios.
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.
Useful resources including LPL login, financial calculators, website links, and FDIC Insurance information.
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) 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.
FROM OUR BLOG SRIBEND.COM
Individuals with highly appreciated investments, a need for income, and a desire to financially support a charity have likely been introduced to Charitable Remainder Trusts (CRT). The way the trust works is that the donor receives an income stream for life based on the amount contributed, and a charity receives the remaining balance of the trust when the donor passes away.
The attached graph is one that I have used often with clients during periods of market decline. If you’ve looked at your accounts over the past 9 months or so…
Recommendations for the Best Bend Oregon has to offer is listed here by our staff
Dividends are not guaranteed and are subject to change or elimination. Past performance is no guarantee of future results. Diversification does not guarantee profit or protect against loss in declining markets. Alternative investments are complex investment vehicles which generally have high costs and substantial risks.