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Blog

Woman with graduation cap looking at the sky
Abbie Summers | Aug 10, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Ocean's Edge | Nov 14, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
Read More
A row of houses along a canal
Ocean's Edge | Nov 14, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Ocean's Edge | Nov 14, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More

 

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2137 North West Hwy 101, Suite A
Lincoln City, OR 97367

605 Northwest 3rd Street 
Prineville Oregon 97754

334 NE Irving Ave
Suite 102 Bend Oregon 97701
 

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Phone: 541-614-1322
Fax: 541-614-1323
Email: Care@OceansEdge.com

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ADV Part 2

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

Any LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

LPL Financial Form CRS

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