Our Approach

In these turbulent market times it is often helpful to have a second set of eyes look at your financial plan. Just as it is advised to have a second opinion on a medical procedure or a large purchase, we also feel it is very helpful to get a second opinion on your portfolio. If you would like to schedule an appointment to have a Financial Planner review your plan and portfolio please call us at 541-683-2900 or you may use the form below to send us an email. The first session is always complimentary and no obligation. We are committed to your financial success.

871 Country Club Road
P.O. Box 7848, Eugene, OR 97401
Phone 541.683.2900 • 800.338.4436 | Fax 541.343.7945

Securities are offered through
Raymond James Financial Services, Inc.

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