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

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

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

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:

Flipbooks

Calculators

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

How Long Should You Keep Financial Records?

Three Ways to Help Simplify Your Finances

Tips for Safe Online Shopping

Fixed for Life: What Can an Annuity Do for You?

Calculators

LTCI Cost of Waiting

Disability Income Insurance

IRA Eligibility

Estate Taxes