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Our Process

Tune in to our podcast series, Plan for Life with Canby Financial Advisors

Our History

Dan Flanagan explains how Social Security penalizes some public sector employees. 

Our Values

Joelle Spear offers guidance on how to identify legitimate charities supporting Ukraine relief efforts. 

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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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