There are a few ways that you can get started with an advisor in Bend, OR. If you are new to Wealth Enhancement and want to learn more about our firm and the services offered, you can meet with our New Client Team by clicking this link. They will ask you a few questions about your goals and your current financial situation and connect you with an advisor. If you have been referred or have a specific advisor in mind that you would like to meet with, you can search for that advisor here: https://www.wealthenhancement.com/advisors and then call or email them. 

Choosing an advisor is an extremely important decision and an extremely personal one! To find the right advisor in Bend, OR, start by looking for licensed advisors who are fiduciaries and who work at a reputable firm. At Wealth Enhancement, all of our advisors are licensed fiduciaries. On a personal level, it’s important to find an advisor who understands your financial goals, communicates clearly, and holds similar values. You can find additional tips on choosing a financial advisors in this article: https://www.wealthenhancement.com/blog/5-tips-for-choosing-the-right-financial-advisor.  

Financial advisors in Bend, OR work with a wide range of clients, including individuals, families, retirees, and business owners. Our advisors specialize in helping people navigate major financial transitions such as retirement, career changes, or inheritance planning. We work with over 90,000 clients across the country and every client is unique. 

Yes, a financial advisor in Bend, OR can help you plan for retirement. Our advisors will work with you to establish goals and timelines and then create a strategy for post-retirement income, managing investments, Social Security decisions, and planning for taxes and healthcare costs. We also offer a complimentary analysis of your current financial plan before you even become a client—called our Wealth Blueprint™. This analysis gives you a clear picture of your financial life, plus practical recommendations you can use right away. With your Wealth Blueprint™, you’ll receive a clear analysis of your current financial situation; 3 retirement scenarios based on your goals and preferences; and recommendations for your current portfolio. You can find more information here: https://www.wealthenhancement.com/wealth-blueprint-request.  

Working with a local financial advisor in Bend, OR can make it easier to build a personal relationship and meet in person when needed. A local advisor may also have a stronger understanding of relevant state and local tax laws and regional economic factors, and can provide more personalized, accessible guidance. However, many clients have a completely virtual relationship with their Wealth Enhancement advisor. We have over 600 advisors across 200 offices in the US and comfort and connection are more important than proximity. 

Yes, all of Wealth Enhancement’s advisors in Bend, OR are licensed and act as fiduciaries. Having a financial advisor who acts as a fiduciary is important because fiduciaries must act in your best interest, are bound by strict ethical standards, and must prioritize your financial goals and needs above their own. In addition, all Wealth Enhancement advisors are licensed. You can learn more about the additional licenses and credentials held by specific advisors by clicking on their biography.