Financial Planning

Your Personal Financial Road Map for Today and Tomorrow

Your Canby Financial team draws on extensive experience to build a comprehensive financial plan that incorporates your short- and long-term goals. This customized personal plan is designed to guide you through any stage of life, helping you:

  • Protect and leverage growing assets

  • Prepare for future expenses like college tuition, a vacation home, and elder care

  • Build a foundation for a comfortable retirement

  • Use your wealth in a tax-efficient manner, now and in the future

  • Share your legacy with family members, charities, and others

Your plan provides financial guideposts such as a target rate of return for your portfolio, as well as a recommended allocation of stocks, bonds, cash, and nontraditional investments. What’s more, it can easily adapt to life’s changes. Because life often has plans of its own.


To learn more, contact us directly at [email protected] or call 508.598.1082.

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The CARES Act allows retirees to waive Required Minimum Distributions in 2020. Should you take advantage of this strategy?