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Our Services

With over three decades in the financial services industry, we've cultivated a level of expertise that can only come from hands-on experience. As the financial landscape has evolved, so have we, adapting to regulatory changes and technological advancements.

We are here to be your trusted partner and guide you through any and all stages of your financial journey. With our personalized approach and team of dedicated experts, you can feel confident that you're positioning yourself for a stable and prosperous future.


Our Areas of Focus

Workplace Retirement Solutions

Workplace Retirement Solutions

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

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Financial Planning 

Financial Planning 

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

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Wealth Management

Wealth Management

Our wealth management services are designed to empower you on your journey to financial success.

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Investment Management

Investment Management

Learn more about maximizing your investments for a secure future.

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We Offer Comprehensive Services for Every Stage of Your Financial Life

Entrepreneurs & Small Business Owners

Entrepreneurs & Small Business Owners

Navigate the unique financial challenges and opportunities of owning a small business with personalized financial guidance.

Charitable Giving/ Legacy Planning

Charitable Giving/ Legacy Planning

We can help you create a legacy that makes a lasting impact through charitable giving and estate strategies.

Financial Education

Financial Education

We're available to expand your financial literacy to gain a deeper understanding of financial concepts with personalized education sessions.

Risk Management

Risk Management

We'll help you discover which risks to transfer to an insurance company and which risks can you manage yourself.

Retirement Strategies

Retirement Strategies

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Portfolio Management

Portfolio Management

We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

Social Security Strategies

Social Security Strategies

Social Security can play a key role in your overall retirement strategy. We'll work together to build a customized Social Security strategy.

Education Strategies & College Planning

Education Strategies & College Planning

With some preparation, we can develop an approach that can help you manage the cost of education for your children.

Estate Strategies

Estate Strategies

An estate strategy involves more than updating key documents. Let's build a strategy to protect your legacy with a comprehensive estate strategy.

Extended Care

Extended Care

Learn more about what choices you have as you consider extended-care strategies for you and your family.

Cash Flow Analysis

Cash Flow Analysis

Analyze your cash inflows and outflows to make informed financial decisions for your future.

Life Insurance

Life Insurance

Life insurance is a key risk-management tool that can help you pursue your financial dreams while protecting the ones you love.

Debt Management

Debt Management

Develop a personalized plan to get out of debt and achieve financial freedom.

HNW/UHNW Clients

HNW/UHNW Clients

As your assets increase, you may require more sophisticated financial strategies to help manage your net worth. We offer tailored financial services for high-net-worth and ultra-high-net-worth individuals.

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Your financial journey is unique, and at Deschutes, we're dedicated to meeting you at every turn, guiding you toward a prosperous future.

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