Bonebrake Financial Planning & Investments

Bonebrake Financial Planning & Investments is about you the client.  It is about helping you achieve your goals and dreams through personalized, custom financial planning tailored to your specific needs. With the help of a financial plan, we can create superior asset allocations and portfolios geared to meet your specific financial needs. 

Our business goal is to serve you by creating superior client relationships and services.  Because we are an independent company, you are our boss.  We are not driven by commissions or what our employer wants but by what is best for you.

We offer superior client services in all areas of financial management. For example, Bonebrake Financial Planning & Investments can help you:

• Define and plan for your goals
• Create an appropriate and personalized "map" to chart your course
• Help you modify your financial behavior so that you can achieve your dreams
• Explain how changing financial climates affect you
• Help families and couples define and accomplish common goals
• Monitor your financial progress through customized portfolio reports and meetings
• Help you determine what financial products and services you may need
• Make your investing easier by being trusted professionals who takes care of your needs.  We want you to have time to focus on other things in your life & not need to worry about your investments.

Please take advantage of the many services such as calculators and articles that we have available on this web site.  If you would like to schedule a free consultation, or have questions regarding our services, please call us in Eugene at 541-868-3800, in Roseburg at 541-673-0251 or toll free at 888-590-1824.