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824 Pine Street - Klamath Falls, OR 97601    |    541-884-4164    |    Get Office Directions 

Our Mission

  • Endeavor to know and understand your financial objectives and then provide you with quality information, service, and products to help you reach your goals.
  • Our commitment to our clients is based on the relationship we form with them, both professionally and personally.
  • Provide frequent, consistent contact with our clients to educate and inform, so that proper decisions can be made going forth.
  • Engage with our clients on a regular basis as a result of various social events we host during the year.
  • Offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.
  • Make available a wide range of investment products as an independent financial planning firm. We are not limited to one specific parent company or its subsidiaries.