Get Ahead of it!

If a major financial event is coming up on your calendar, talk to a financial professional about it now. See what ideas they may have about how to manage the event.

Save Early for College

If you're a new parent, you have 18 years to save for your child's college education. Start now, because who knows how much college may cost then.

Get Money Smart

You need to know far less then you think you do to make some basic financial decisions, like creating a budget and starting to save for retirement. Getting started is the best way to learn and grow while investing in your own financial future.

Financial Goal Timeline

Establish a timeline for your financial goals. List what you want to achieve and when, and review your progress and the dealines you have set semi-annually or annually.

Money Goals as a Couple

When it comes to couples and money, a stategy is better than an assumption. Discuss your financial goals together and stick to the approach you make to pursue them.

CCB Financial Services

38975 Proctor Blvd Sandy, OR 97055

Phone:

503.668.2530

Fax:

503.668.3424

E-mail:

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

View Videos

Quality Products • Salaried Consultants • Superior Customer Service

Here at CCB Financial Services we take into account what YOUR goals are and what is important to YOU.

We make it easy to get started! Whether you are a hands on investor or would rather put it away and not stress about it, we can help!

Services We Offer:

Stocks
Bonds
Mutual Funds
Asset Management
Bonds
Annuities
Retirement Plans
Brokered CDs
Fee Based Financial Planning
Estate and Retirement Planning
Individual & Group Health Insurance*
Medicare*
Life Insurance *
Long Term Care*

*Insurance Products offered through Clackamas County Bank Agency

Starting the Conversation on what YOU want your future to be starts here.

Check the background of this investment professional

Check the background of this financial professional on FINRA's BrokerCheck

CCB Financial Services

Phone:

Fax:

E-mail:

Flipbooks

Contact Us

Videos

Quality Products • Salaried Consultants • Superior Customer Service

Here at CCB Financial Services we take into account what YOUR goals are and what is important to YOU.

We make it easy to get started! Whether you are a hands on investor or would rather put it away and not stress about it, we can help!

Services We Offer:

Newsletters

Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses

Could You Be Responsible for Your Parents’ Nursing Home Bills?

Your Business: New Rules for Writing Off Restaurant Meals

Is the Medicare Donut Hole Really Closed?

Calculators

Life Insurance

Federal Income Tax

Retirement Plan Early Distribution

Retirement Portfolio Lifespan