Why Choose Us
With so many investment service options provided through banks and other companies it can be hard to choose who to work with...
 Bonebrake Financial Planning and Investments is an independent company which gives us more flexibility and choices to better serve your individual and diverse needs. We can truly say that our clients are the boss because we are not limited or overly influenced by any specific investment companies' products, procedures or services. Since we are independent, we have a large selection of fund companies that we can use. We are not required to sell any specific product. This allows us to "shop around" for the investments, products and services that best fit your individual needs. We offer detailed and personalized financial plans. With us you are not just a generic customer and we treat your individual needs, goals and desires with the utmost respect and care. In addition, as a member of the Financial Planning Association (FPA), we are bound by the following principles and levels of service.
Please give us a call today to schedule a complimentary consultation to learn more about how we can help you achieve your financial goals and dreams. Our phone number in Eugene 541-868-3800, in Roseburg 541-673-0251or toll free 888-590-1824
The Financial Planning Association (FPA) Code of Ethics
Principle 1 - Integrity
Principle 2 - Objectivity
An FPA member shall be objective in providing professional services to clients
Principle 3 - Competence
An FPA member shall provide services to clients competently and maintain the necessary knowledge and skills to continue to do so in those areas in which the designee is engaged
Principle 4 - Fairness
An FPA Member shall perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employees and shall disclose conflict(s) of interest(s) in providing such services
Principle 5 - Confidentiality
An FPA member shall not disclose any confidential client information without the specific consent of the client unless in response to proper legal process, to defend against charges of wrongdoing by the FPA member or in connection with a civil dispute between the FPA member and the client
Principle 6 - Professionalism
An FPA Member's conduct in all matters shall reflect credit upon the profession
Principle 7 - Diligence
An FPA member shall act diligently in providing professional service. Diligence is the provision of services in a reasonably prompt and through manner. Diligence also includes proper planning for and supervisions of the rendering of professional services.
An FPA member shall offer and provide professional services with integrity.
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