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Get Ahead of it! If a major financial event is coming up on your calendar, talk to a financial professional about it now. See what ideas they may have about how to manage the event.
Save Early for College If you're a new parent, you have 18 years to save for your child's college education. Start now, because who knows how much college may cost then.
Get Money Smart You need to know far less then you think you do to make some basic financial decisions, like creating a budget and starting to save for retirement. Getting started is the best way to learn and grow while investing in your own financial future.
Financial Goal Timeline Establish a timeline for your financial goals. List what you want to achieve and when, and review your progress and the dealines you have set semi-annually or annually.
Money Goals as a Couple When it comes to couples and money, a stategy is better than an assumption. Discuss your financial goals together and stick to the approach you make to pursue them.

CCB Financial Services

38975 Proctor Blvd
Sandy, OR 97055

Phone:

503.668.2530

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Starting a Conversation About Your Future Starts Here

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Describes benefits of volunteer travel for personal growth and giving back.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Determine whether you should consider refinancing your mortgage.

Estimate the future value of your current savings.

How much do you need to save each year to meet your long-term financial goals?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck