Financial Planning & Wealth Management Intern at Bonebrake Financial Planning & Wealth Management - Eugene, OR, US
At Bonebrake Financial, our goal is to help you achieve your financial goals and dreams by providing personalized financial planning tailored to your specific needs. Because we're an independent company, you are our boss. We're not driven by commissions or by what some employer wants but by what is best for you, our client.To create superior client relationships and provide quality financial services, we get to know you, coach you, save you time, and monitor your progress.To schedule a free consultation or learn more about our services, please call us in Eugene or Roseburg at 541-868-3800 or toll-free at 888-590-1824.Our financial firm's job is to analyze clients' individual situations, so we can provide sound financial advice that helps you make some of the most important, informed decisions of your life. We are a comprehensive financial planning firm, including advisory services offered through Commonwealth Financial Network.® We offer services in all aspects of financial planning and investments, including, but not limited to, the following: Investment advice, allocation, and ongoing management Retirement and insurance planning Employee and executive plans And from The Seven Stages of Money Maturity(R): Understanding the spirit and value of money in your lifeBonebrake Financial Planning & Wealth Management 100 W. 13th Ave., Suite 200, Eugene, OR 97401 | P541.868.3800 | F541.485.0755This communication is strictly intended for individuals residing in the states of CA, CO, HI, KS, MI, OR, TX, WA, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html