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
COMPREHENSIVE FINANCIAL PLANNING
Receive a personalized financial action plan to help you prepare for the future with greater confidence
Gain greater clarity in knowing that your investments are receiving the experienced portfolio management oversight they deserve.
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
Tune in to our podcast series, Plan for Life with Canby Financial Advisors.
Dan Flanagan explains how Social Security penalizes some public sector employees.
Joelle Spear offers guidance on how to identify legitimate charities supporting Ukraine relief efforts.
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.
Financial Advisor, Managing Partner
Financial Advisor, Partner