STRIVE TO GO BEYOND YOUR
FINANCIAL GOALS
AND DREAMS!
Guidance for the road ahead
LET'S DISCUSS YOUR FINANCIAL GOALS
Financial Advisory Services
FINANCIAL PLANS
Having a plan provides a strong foundation for a confident financial future. Let’s work together to develop your plan to help you work towards your goals and dreams.
Your Safety Net
What would your family do if something happened to you? Your safety net can help them when they are needing the most support.
Women & Money
Many women believe they will be personally responsible for their finances at some point in their life. Whether you are single, widowed, or divorced, a financial plan can provide insight in opportunities to help maximize your finances.
Retirement Planning
Your financial plan should encompass more than simply saving for your retirement. The strategy should include a focus on tax management and maximizing your income in retirement.
A PERSONALIZED APPROACH TO INVESTING
YOUR TIME IS VALUABLE
We take the time to know each client and what their specific needs and goals are. There are no “cookie-cutter” investment recommendations. Each financial strategy is custom-tailored to their goals and risk tolerance.
INVESTING WITH YOUR NEEDS IN MIND
We work directly with LPL Financial because they do not have any proprietary products, meaning we are truly an Independent Financial Advisor and are free to choose any investment that is suitable for the client and will help toward fulfilling their financial goals. There are no quotas or products to “push.”
IT'S YOUR JOURNEY
We believe in helping clients regardless of which stage of planning they are in; for some clients, this could mean a full financial plan, whereas others may just need to begin with a diversified portfolio for their IRA to start building toward their future.
YOUR GOALS ARE OUR GOALS
We meet with clients on an annual basis (or a customized schedule, based on clients’ needs) to review the plan and investments to make certain each client is still on a path to pursue their goals.
GET IN TOUCH
Fax: (541) 683-4461
360 East 10th Avenue
Suite 200
Eugene, OR 97401
Heather.Tucker@lpl.com
Charity.Tucker@lpl.com
