Resources

layoff

10 - Step Layoff Survival Guide

2023-tax-summary

2023 Tax Summary

Access the Resource Library

  • This field is for validation purposes and should be left unchanged.

What to do with my investments now?

Roth Conversion

5 Financial Planning Mis-Steps to Dodge

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a event.

Or give us a call at (541) 342-7243 SAGE

Our firm provides links to third-party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or website does not constitute a representation of the services offered by our firm, nor does it constitute an endorsement by the form of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation

The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.