Loading, Please Wait...

Our Services

  • Chasen Kaminsky

#101 444 NE Norton Ave, Bend, OR 97701

Our Services - Sherpa Wealth Strategies

Financial Planning

  • Social Security Planning

    For many retirees, the single most important choice they face is when to start taking Social Security benefits. We make it our mission to help you make the most of your Social Security benefits.

  • Retirement/IRA Planning

    Your retirement account may be your largest financial asset. Retirement planning is all about coordinating your various income streams – IRAs, Social Security, pensions, annuities, rental or business income – into a tax-efficient plan that helps you retire with confidence.

Financial Services

  • Comprehensive Financial Planning

    At Sherpa Wealth Strategies, we use a comprehensive process to help you clarify your goals and design a financial plan around them. We believe financial planning is more than just numbers and investing. A financial plan should reflect your values, your goals and your legacy.

Investing

  • Investment Planning

    Our financial advisors first seek to understand your goals, values, earning capacity, time horizon and risk tolerance. Then we look at your entire financial picture – including outside assets like stock options or real estate – and design a tax-efficient investment portfolio that puts you on a solid path.

  • Sustainable Investing

    Building a sustainable investment portfolio – also known as SRI (Socially Responsible Investing) using ESG (Environmental, Social and Governance) criteria – is a proactive way to support companies making a positive societal impact while generating competitive long-term financial returns.

Life Insurance

Contact Details

Contact Us

Fill the form below to contact us -

Manage Your Profile
We Are Diffrent
Is your business listed correctly on America’s largest city directory network of 1,000 portals? Find your City Portal