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Bend Oregon's Trusted Financial Planners

We never forget that we work for you, and the only measure of our success is YOUR success. - Chad Staskal, President & CERTIFIED FINANCIAL PLANNER™

A sigh of relief. It's something our financial planners hear a lot when folks come visit us. They walk in the door with concerns; " Do I have enough money? Am I on the right path to retirement? Will I be okay?". They leave comforted, knowing we're here to help them. That experience develops into a deep sense of trust in us, as your Bend Oregon financial planners, to help make your financial journey more enjoyable and secure.

Unlike other financial planners restricted to a handful of company products, being an independent firm gives us the flexibility to offer the best financial planning solutions to meet your needs based on your long-term goals. We listen, then apply independent research and solid strategic thinking to create your personalized plan. Our goal is to give you a sense of freedom, financial security and greater peace of mind so you can focus on enjoying your financial journey rather than worrying about it.

Eagle Wealth Management: Life assurance through trusted financial planners.

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Sep 26, 2016
Stocks Rally After Fed Stands Pat

Stocks rallied again last week after the Federal Reserve voted not to raise interest rates this month. While few expected the…

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