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Welcome!

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.

Overview

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:

Initial Meeting Document List

Data Organizer

Cash Flow-Income Expense Worksheet

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.