Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their financial future. Along the way, we like to have some fun, too. Click on an event below for more details.


Upcoming Events

May 1, 2025

Shred the Past, Plant the Future!

1124 Cornucopia St NW, Salem, OR 97304
Out with the old, in with the new! Join us for a client shredding event where you can safely dispose of sensitive documents and receive a
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