Deschutes Investment Consulting

At Deschutes Investment Consulting, we are committed to providing personalized financial guidance to individuals, families, and businesses. With over three decades of experience, our team of CERTIFIED FINANCIAL PLANNER professionals is dedicated to helping our clients achieve their financial goals. Our boutique independent firm offers a unique approach to financial planning, focusing on transparency and alignment with our clients' success.

Our Services

We understand that every individual and organization has unique financial goals and challenges. That's why we offer a range of services designed to meet the distinct needs of our clients. From personalized financial advice to workplace retirement plan consulting, we'll work with you to develop a tailored plan to help you achieve your goals.

Individual and Family Services

Whether you're just starting your financial journey or reimagining your retirement, we're here to provide guidance and insight on every aspect of your financial life. Our services include:

• Wealth management: We'll work with you to create a comprehensive financial plan that aligns with your goals and risk tolerance.
• Financial planning: Our experts will help you navigate the complexities of financial planning and provide tailored advice.
• Investment management: We'll help you make informed investment decisions and manage your portfolio to achieve your goals.

Workplace Retirement Plan Solutions

We understand the importance of providing employees with access to a comprehensive retirement plan. Our team has over 30 years of experience in designing and managing workplace retirement plans for organizations of all sizes. Our services include:

• Plan design: We'll work with you to create a customized retirement plan that aligns with your company's goals and objectives.
• Plan management: We'll manage your plan to ensure compliance and help you achieve your financial goals.
• Compliance: We'll ensure that your plan is in compliance with all relevant regulations and legislation.

For High Net Worth Individuals

Our team is dedicated to providing personalized financial guidance to high net worth individuals. Our services include:

• Wealth management: We'll work with you to create a customized wealth management plan that aligns with your goals and risk tolerance.
• Estate strategy: We'll help you develop a comprehensive estate strategy that protects your legacy and ensures the transfer of your wealth to future generations.

Our Three-Step Process

At Deschutes Investment Consulting, we're committed to providing exceptional service and guidance. Our three-step process is designed to ensure that you receive personalized attention and tailored advice.

1. Connect: We'll work with you to understand your financial goals, risk tolerance, and time horizon.

2. Strategize: We'll develop a personalized financial strategy based on your unique circumstances and goals.

3. Execute: We'll work with you to implement your financial plan, providing ongoing monitoring and guidance to ensure you stay on track.

What Our Clients Are Saying

At Deschutes Investment Consulting, we're proud of our commitment to exceptional service and guidance. Here's what some of our clients have to say about their experience working with us:

"We've worked with Deschutes Investment Consulting to manage our investment portfolio and employee retirement plan for many years. They've been extraordinarily responsive and knowledgeable."

• Phil Sherman, CFP

"Deschutes Investment Consulting has helped us benchmark and improve our 401(k) plan. Their dedication to their fiduciary role is unparalleled."

• MacKenzie Perry, CFO, Swanson Group

"Deschutes Investment Consulting provided me with personalized guidance on retirement planning and helped me feel confident in my ability to retire early."

• Julie Clark, Denturist, Aviva Health

Schedule a Free Consultation

If you're interested in learning more about our services and how we can help you achieve your financial goals, we'd love to schedule a free consultation. Please fill out the form on our website, and we'll be in touch soon.