News & Insights

Our Process

Unhappy with your Medicare coverage? Dan Flanagan explains what you can do during Medicare's winter/spring enrollment period.  

Our History

Joelle Spear explores various long-term-care funding options beyond insurance. 

Our Values

David Jaeger discusses an unexpected source of help for recovering from homeowner's losses.  

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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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We are there to celebrate your success and the important milestones in your life, such as your children's journey from college to financial independence. 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. 

Connect with Canby Financial to set up a meeting or request more information

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