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Phone: (541) 842-4405
[email protected]
835 Alder Creek Dr Ste B, Medford, OR 97504

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Our Services

In a cohesive wealth plan, the various elements of your total financial picture work together. The plan accounts for the potential strengths and weaknesses of each asset and balances the whole for optimum growth potential and risk management. Your unique plan reflects your ambitions, your risk tolerance, and your personal style.

Our cohesive wealth plans include the following services:


  • Investment Planning
  • Cash Management
  • Risk Management
  • Tax Planning
  • Banking and Credit
  • Retirement Planning
  • Executive Compensation
  • Business Succession Planning
  • Planning for Incapacity
  • Education and Family Support
  • Especially for women
  • Estate Planning
  • Legacy Planning and Charitable Giving
  • Titling and Beneficiary Designations
  • Executor and Trustee Selection
  • Distribution of Estate