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Financial Strategies
For You and Your Family to Retire Confidently


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Personalized Financial Solutions for Every Chapter of Life

Personalized Financial Solutions for Every Chapter of Life

At Deschutes, we meet you wherever you are on your financial journey. 

Whether you're in the midst of your career or approaching retirement, our priority is to understand your needs and create tailored financial solutions that match your goals. We offer comprehensive financial planning and wealth management services that cater to a wide range of needs. 

Our advisors guide clients through all financial stages, helping them set up initial savings, manage debt, to planning for generational wealth, and navigating estate planning and long-term care.

Our Areas of Expertise

Wealth Management

Wealth Management

Years of experience have prepared us to guide you through your life transitions.

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Financial Planning

Financial Planning

We create strategies that are tailored to your needs and goals.

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Retirement Planning

Retirement Planning

From calculating retirement income projections to optimizing Social Security claiming strategies, we cover every aspect of retirement planning.

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Investment Management

Investment Management

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Women & Finances 

Women & Finances 

As a woman you are presented with a unique set of challenges including negotiating fair pay, and being a caretaker for others while trying to save for retirement. Whether you are navigating your first investment account or going through big life changes like divorce or loss of a spouse, we are here.

Deschutes has developed strategies and tailored advice specifically for our female clients, and we can help guide you to a financially secure future.

Estate Planning

Estate Planning

At Deschutes, we recognize that estate planning is more than just wealth management—it's a profound expression of care for your loved ones. Our experienced team of advisors is dedicated to crafting personalized plans that honor your wishes, protect your assets, and ensure your family's future is secure.

We understand the complexities of wills, trusts, and directives and approach each with sensitivity and expertise. By partnering with us, you're not just planning for the future; you're providing peace of mind for yourself and those you cherish most. Let's work together to create a legacy that mirrors your intentions and secures your family's future.

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Our Process

Step 1

Get to Know You, Your Goals and Your Financial Circumstances

Step 2

Gather Information and Define Your Objectives

Step 3

Analyze Your Current Financial Situation

Step 4

Present Draft of Your Financial Plan & Discuss Potential Paths of Action

Step 5

Finalize the Details of Your Plan

Step 6

Put Your Plan Into Action

Step 7

Regularly Monitor and Update Your Plan as Your Life Evolves

Are You an Individual Looking for Financial Guidance?

Reach Out to one of our Experienced Individual Wealth Management Advisors today and we will Partner with You to Plan and Design Your Future Together.

Are You Starting to Think About Retirement?
Contact us to discuss your future plans!

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