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.

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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

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.

SRI Presentation

 

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Cascade Financial Strategies is proud to sponsor and support the Oregon Drive Less Challenge.

Check out our Blog for the latest articles.

 

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Cybersecurity – Stats and Tips from our recent Event

Hosting an event at Deschutes Brewery in the downtown area of Bend is nearly assured of being at least a partial success! When combined with valuable information, good company (clients and friends that we enjoy and appreciate greatly!) and adding in the opportunity to... read more

Millennials, the most “Responsible” generation?

An emerging trend among millennials shows a desire to use their money to support causes that bring about change. A recent report by Nuveen Investments from their Annual Responsible Investing Survey found that the vast majority of millennials (92%) say “I care more... read more

Another Report Confirming the Value of ESG

A new report by the Government Accountability Office (GAO) confirms the value of incorporating environmental, social, and corporate governance (ESG) investment criteria as options within retirement plans. (GAO Report Overview May ’18) GAO’s survey of academic... read more

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

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