Retirement Planning, Bend, OR
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(877) 588-4276

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 E. Staskal, President

A sigh of relief. It’s something we hear a lot when folks come visit us. They walk in the door with concerns; “Can I retire? Do I have enough money? 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 Central Oregon financial advocates, to help make the retirement journey more enjoyable and secure.

Unlike other firms 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 retirement rather than worrying about it.

Eagle Wealth Management: Life Assurance.


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Securities & advisory services are offered through SII Investments, Inc.®, member FINRA, SIPC & a Registered Investment Advisor. SII Investments, Inc.® does not provide tax or legal advice & is not affiliated with Eagle Wealth Management. We are registered to offer securities & advisory services in the following states: OR, CA, CO, HI, IA, ID, MN, NC, NM, OH, VA, WA. CA Insurance #0C15264