Canby Financial Advisors

PLAN FOR LIFE

Get the comprehensive financial planning and investment management guidance and service you need to address life's ever-changing financial challenges and opportunities

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COMPREHENSIVE FINANCIAL PLANNING

Receive a personalized financial action plan to help you prepare for the future with greater confidence

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INVESTMENT MANAGEMENT

Gain greater clarity in knowing that your investments are receiving the experienced portfolio management oversight they deserve.

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RETIREMENT PLAN SERVICES

Feel more confident knowing that your plan offers the investment options and retirement planning education your employees need to save for the retirement they want

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News & Insights

If you got burned by Bitcoin last year, David Jaeger explains how to leverage your losses to offset capital gains taxes.

In his latest market commentary, Christopher Borden reveals where investment opportunities may be this year.

Joelle Spear discusses three ways to reduce home energy usage that require little or no money.

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Our aspiration is to serve as your trusted partner by providing comprehensive financial planning and portfolio management advice, strategies and solutions that address the many financial opportunities and challenges you may have at different stages of your life.

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