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698 NW York Drive
Bend, Oregon 97703

Financial Planning

Developing a financial plan is the first step in building a long-term plan to manage your personal and financial goals. At Cascade Advisory Group we can develop a customized plan specifically for you.

Plans are not only personalized to meet your specific goals, they're flexible to handle life's unexpected events.

We start by identifying your goals and understanding your current position. When necessary, we also will consult with your other advisors including your attorney and tax consultant. We have access to “state of the art” software in building your plan.

As with any plan, we build it to be flexible to handle life’s unexpected events. We can also help you to implement the plan if you choose to use our wealth management services. Finally, we recommend reviewing the plan every two years to make sure we remain on schedule to meet your specific objectives. Our plans are generally provided at no fee for wealth management clients and on an hourly basis for non wealth management clients.

Our services include:

  • Retirement Planning
  • Educational Planning
  • Risk/Insurance Analysis
  • Social Security Planning
  • Business Valuation
  • Tax Planning
  • Estate Planning (in conjunction with a local estate planning attorney)