• When you are trying to figure out how to save for your first home or put aside money for your children's future college costs.
• When you change jobs or become eligible for your company's retirement plan and need assistance making investment choices and evaluating rollover options.
• When you receive an inheritance or are awarded stock options and are looking for ways to use these windfalls to build a diversified investment portfolio. 
• When you start your own business and need guidance on setting up a retirement plan for you and your employees.
• When you are approaching retirement and need help figuring out whether income from Social Security in combination with distributions from your retirement accounts will let you live the way you want to during your golden years.
• When you are at a point in your life where you are looking for tax-efficient ways to protect and pass on your wealth to your heirs and favorite causes. 

We are there to celebrate your success and the important milestones in your life. And to offer support and guidance in times of stress, such as after the death of a loved one or the sale of your business. In these situations we can work closely with your attorney and accountant to make sure all of the financial aspects are addressed. 

How We Work With You

Most of our client relationships begin with financial planning, the cost of which you will know before work begins.  

We will start with an extensive discovery process that examines every aspect of your financial life, including your current income and expenses, outstanding debts, investable assets and insurance coverage. From this information we will develop a comprehensive financial plan and investment strategy that will help you understand where you are today, where you need to be, and how to get there.

You can carry out these recommendations on your own, or you can hire us to implement the investment recommendations and manage your portfolio in alignment with your goals and best interests. 

How We Can Help Your Employees

Your company retirement plan is the primary way most of your employees will save for their future. Canby Financial Advisors' Retirement Plan Services team can help you evaluate and improve the quality of your company's current plan or help you create a new plan for your firm that meets the needs of both your business and your employees. We can also help ensure that you're offering a diversified, cost-efficient mix of investment choices and provide educational services to encourage your employees to participate and help them make more informed investment decisions.