Some financial advisors are only interested in selling you products. Others are only interested in managing your investment portfolio.
At Canby Financial Advisors, we understand that you're looking for professional guidance to help you use the money you earn, save and invest to make your wishes for yourself and your family come true.
Our aspiration is to serve as your trusted partner by providing comprehensive financial planning and portfolio management advice, strategies and solutions to address different financial challenges you may face throughout your life, such as:
We are there to celebrate your success and the important milestones in your life. 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.
Most of our client relationships begin with financial planning, the cost of which you will know before work begins.
We will start with an extensive discovery process that examines every aspect of your financial life, including your current income and expenses, outstanding debts, investable assets and insurance coverage. From this information we will develop a comprehensive financial plan and investment strategy that will help you understand where you are today, where you need to be, and how to get there.
You can carry out these recommendations on your own, or you can hire us to implement the investment recommendations and manage your portfolio in alignment with your goals and best interests.
Your company retirement plan is the primary way most of your employees will save for their future. Canby Financial Advisors' Retirement Plan Services team can help you evaluate and improve the quality of your company's current plan or help you create a new plan for your firm that meets the needs of both your business and your employees. We can also help ensure that you're offering a diversified, cost-efficient mix of investment choices and provide educational services to encourage your employees to participate and help them make more informed investment decisions.
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Dan Flanagan addresses the painful subject of removing the online identities of those who have passed on.