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We Are Financial Advisors For Individual Investors - Wagon Wheel Financial - Based in Oregon

What Most Financial Advisors

Talk About

Most Financial Advisors Only Cover Investments And Insurance

What We Care About

Wagon Wheel Financial services

We Care About Investments, Estate Planning, Tax Strategies, Risk Management, Emotion & Behavior Management, Budget & Credit.

At Wagon Wheel Financial,

we care about our clients.

We are a family-owned and operated firm partnered with LPL Financial, the largest independent broker-dealer in the United States.

If you are retired and have over $500,000 of investable assets we would love to show you how we partner with retirees to create sound retirement plans and outcomes.

What Do I Get FOR MY FEE?

At Wagon Wheel Financial, we believe that retirement planning is about more than just investments. That’s why we offer a comprehensive suite of services to help you plan for and enjoy your retirement, including:

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2 Yearly Reviews (May & October Usually)

Retirement Specific Investment Review & Management

tax calculation

Annual Review of Tax Return and Tax Strategies

Retirement Income Planning

Lifetime Tax Reduction Planning

Track & Advise on Required Minimum Distributions

Estate Planning

Beneficiary Review & Strategies to Leave More Money to Your Beneficiaries

Long Term Care Planning

Social Security Analysis & Planning

Plus, as a Wagon Wheel Financial client, you'll have access to us by
phone whenever needed.