Financial Planning In Bend
The Best Fee-Only Financial Advisors In Central Oregon
Invest In Your Future With Fee-Based Financial Planning Services In Bend
Costello Financial Planning leverages experience and expertise in fee-based financial planning to Bend residents. We’ve navigated our clients through both thriving and barren economies to align financial freedom that is straightforward and supports your goals.
Best of all, our fee-based financial planning approach provides the best wealth management benefits because we act in your best interest and never receive commissions or kickbacks for leading you to specific options.
You are our top priority.
Why consider financial planning in Bend?
- Bend is the sixth fastest-growing population in the US
- Bend is trending upward in startups and first financings
- Bend is the second fastest-growing job market in the US
- Bend incentivizes relocations to their city
There’s no doubt Bend is attracting people from all over the country to their city that features some of the most breathtaking views and breweries galore — not to mention fast commute times and the charm of a small town.
With some of the highest sustained jobs, population, and GDP growth, the cost of living tends to rise as the result of growth and prosperity. Now is the perfect time to review your financial goals so you can always enjoy and call Bend home.
Frame Your Finances Without Worry Or Anxiety
Costello Financial Planning in Bend can assist you with a variety of wealth management needs including:
Asset Management
Comprehensive Financial Planning
Tax Savvy Financial Planning
Estate Planning
Asset Management In Bend
Costello Financial Planning provides financial planning where you worry about your economy and not the economy. Our goal is to help you achieve your financial goals and harness the financial freedom you long for by gaining appreciation assets over time while mitigating risk.
The role of the financial planners at Costello Financial Planning is to help guide you in the types of investments to make — or avoid — by implementing our tools and expertise. At the end of the day, we work for you as fee-based financial planners and never collect commissions from anyone or any product.
Financial Triggers And Risk
Finances are usually a delicate area — everyone likes to have money, but no one likes to talk about it. The way we’ve experienced money tends to shape our beliefs and thoughts about surrounding it, so if you were very poor growing up and found success and wealth as an adult or you come from a family that has always had money, you may be motivated to take different types of risks.
When you understand your financial triggers, you can begin to understand what motivates your money habits and work with us to manage risk so you can find freedom in your finances.
Comprehensive Financial Planning For Bend Residents
Getting started with a fee-based financial planner in the Bend area is the first step in investing in your future. While sometimes there are things we can’t control, Costello Financial Planning can help you sort through what’s truly important to your financial goals to tailor a plan that’s as unique as you.
We’ll work with you to through a variety of methods that optimize your financial freedom, including:
- Investment evaluation and scenario planning
- Tax optimization
- Wealth transfer
- Updating and monitoring your plan
Tax Savvy Financial Planning In Bend
One way to optimize your assets and reach your financial goals is through tax-savvy financial planning — focusing on the details of your taxes — how they’re filed and prepared.
Fee-based financial planners at Costello Financial Planning in Bend center on:
Tax Planning And Preparation
Keeping more money in your pockets through tax-effective strategies.
Asset Location Planning
Creating different accounts that vary in their gains, distributions, and contributions.
Asset Allocation
Tailoring our investment strategies based on your income to better fuel financial success.
Income Tax Mitigation and Structure
Fostering methods to reduce your income tax liability.
Bend Estate Planning
Estate planning gives your family and beneficiaries a clear and concise directive of your wishes and how you want your finances to be allocated. Costello Financial Planning in Bend cultivates a tailored estate plan that considers guardianship of your children, power of attorney, tax planning, asset protection, and planned giving.
With our guidance and financial expertise, you can create a plan that cares for your family and their future. Our estate planning services include:
- Charitable giving contributions
- Intergenerational wealth
- Tax-efficient investment planning
- Tax-savvy distribution planning
Enjoy This Moment And Let Costello Financial Planning Manage Your Financial Goals
Embark on a financial journey with financial planners who are invested in you. Costello Financial Planning in Bend actualizes your financial goals to give you a freedom in your finances you’ve never felt before. Spend more time and energy doing the things you love while feeling confident in your finances.
Partner with Costello Financial Planning and take advantage of our fee-only financial planning services today!