A Story of Success

With an independent firm, you will not be limited to "in-house" insurance and investment products. You receive a planning process that is clear, concise, and most importantly, objective in nature. We will never get a “memo from headquarters” telling us to push a particular product. Our recommendations are suited to your unique financial needs, risk tolerance, and retirement goals. 

For over twenty years, we have teamed up with the Rogue Valley’s #1 estate planning law firm.* Together, we can help you set up a living trust to potentially avoid probate, minimize estate taxes, and avoid conservatorship. You can set up a charitable remainder trust** to support your favorite charity and a life insurance trust to save your heirs the heartache of liquidating your business or farm to pay your estate taxes.

Estate planning team

When you have a question about your finances, you want an answer fast. You want to speak to a person not a machine. Our firm has never had voice mail or an answering machine. Our standard is that we return all telephone calls and e-mail messages within twenty-four hours. Usually the same day. These long-time practices are just one reason why people like you like doing business with us.

*The above-mentioned professionals are not affiliated with nor controlled by Voya Financial Avisors.

**Such trusts are used to develop a vehicle for donations to a favorite charity, which also allows for the reduction of income taxes through a charitable deduction and favorable tax treatment at the date of the gift by non-recognition of built-in capital gains.