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 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 CFP Code of Ethics.

 

Please give us a call today to schedule a 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