A Registered Investment Advisor

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

Based in beautiful Bend, Oregon. Serving Oregon, Washington, Idaho, California and Arizona. (Learn about working together remotely.)

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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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Sustainably Responsible Investing Event in Portland

I had the opportunity last week to be at the SIS Sustainable Investing Solutions conference in Portland. It was an event similar to one I attended back in 2014 that vaulted me into researching and ultimately integrating Socially Responsible Investments (SRI), or... read more

Giving Back to the Community

Cascade Financial Strategies is a proud sponsor of NeighborImpact’s annual Foodie Crawl event! I’m looking forward to spending the evening with my wife and friends enjoying the fine food, drink and festivities offered by over a dozen downtown Bend, OR restaurants!... read more

Jack’s Interview on KPOV – discussing SRI

A little over a year ago I was invited to be on the Open Air show with Dawn Newton. I listened to the replay recently just to see if what I shared on the show was still relevant. My reasoning for the use of Socially Responsible Investments has not changed! And,... read more

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

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