Overview

Your Personal 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.

Financial-Planning