Canby Financial Advisors

PLAN FOR LIFE

Get the comprehensive financial planning and investment management guidance and service you need to address your 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

Dan Flanagan tells you how to avoid tax-season scams.

Why the IRS won't require you to report payments and refunds you received from your state in 2022.

How to avoid making costly IRA beneficiary naming mistakes.

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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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