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News & Insights

Our Process

Joelle Spear examines whether the "age-in-place" benefits of continuing care retirement communities justify their up-front costs.  

Our Values

In his latest Kiplinger's article, David Jaeger discusses a 529 College Savings Plan strategy that could help boost the financial aid your children receive. 

Our History

What should you include in your preretirement countdown checklist?

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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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