Here at Bonebrake Financial Planning & Wealth Management, our goal is to help you achieve your financial goals and dreams by providing personalized financial planning tailored to your specific needs. With the help of a customized financial plan, we can create asset allocations and portfolios geared just for you.
Because we’re an independent company, you are our boss. We’re not driven by commissions or by what some employer wants but by what is best for you, our client.
To create superior client relationships and provide quality financial services, we get to know you, coach you, save you time, and monitor your progress.
To schedule a free consultation or learn more about our services, please call us in Eugene at 541-868-3800, in Roseburg at 541-673-0251, or toll-free at 888-590-1824.
Our financial firm’s job is to analyze clients’ individual situations, so we can provide sound financial advice that helps you make some of the most important, informed decisions of your life. We are a comprehensive financial and insurance firm, including advisory services offered through Commonwealth Financial Network.® We offer services in all aspects of financial planning and investments, including, but not limited to, the following:
- Investment advice, allocation, and ongoing management
- Personalized financial plans
- Retirement and insurance planning
- Educational funding
- Employee and executive plans
- Tax planning strategies
Prepare for your meeting
Before your meeting, it can be helpful to download and fill in the documents below:
Also, please bring the items listed on the Initial Meeting Document List to your
planning meetings. We’re committed to being the right fit for you. If you have questions
as you fill out any of these forms, please call or e-mail our office.