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Our Services

  • Chasen Kaminsky

#101 444 NE Norton Ave, Bend, OR 97701

Financial Planning - Sherpa Wealth Strategies

  • 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.

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