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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.

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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.

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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.

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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.

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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.

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.

CCB Financial Services: List of investment and insurance services.

Starting a Conversation About Your Future Starts Here

Explores how investment strategy changes once retirement begins.

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Explains how future tax rules may impact deductibility of charitable donations.

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

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Reviews annual enrollment dates and options for Medicare participants.

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How much Disability Income Insurance do you need?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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

Determine whether you should consider refinancing your mortgage.

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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