Cyndie Adams, Associate Financial Advisor | RJFS, Inc. | OnPoint
Financial Consulting Vancouver
Schedule a Complimentary Consultation
- Place
-
Vancouver, WARoute
- Landline
- (503) 525-8798
- Fax
- (503) 273-1796
- @OnPointCU
- 109721591332618
- Website
- www.onpointcu.com
Description
I enjoy helping families plan for and navigate the many complex financial issues they may face. That may mean designing a college savings plan, preserving assets for a future purchase, investing for retirement, or providing a financial legacy for the care of a family member. The first step in any sound strategy is getting information on all of your options as it is important for you to make informed financial decisions every step of the way. Together, we will focus on your personalized goals to create a customized plan that will help you achieve a well-rounded and secure financial future for you and your family. I currently hold securities licenses Series 7 and Series 66 as well as the Life and Health Insurance licenses in Oregon and Washington. My family and I live in East Clark County, Washington where we enjoy volunteering with local charities, visiting art galleries, and keeping busy with outdoor activities like hiking, fishing, and biking.
Keywords Financial planning, Wealth management, Investment services, investment consultation, Investing, Saving for college, Planning for retirement, Managing wealth, Financial plan, Financial goals, Investment management, Cash management, Risk management, estate planning, charitable foundation planning, Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), Financial advice, Financial advisor, Retirement, Life insurance, Risk mitigation, Conscious investing, Social Security planning, Public employees retirement system (PERS), Endowment planning, Asset allocation.
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Financial Consulting(503)525-8798 (503)-525-8798 +15035258798 (503)525-8728 (503)-525-8728 +15035258728 (800)527-3932 (800)-527-3932 +18005273932