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.