895 Country Club Road Ste A-150
Eugene, Oregon
97401 United States

541-343-1420

Personal Financial Planning

Investment Advisory Services provided by Doug Bielefeldt, an advisor with over twenty years of experience, assisted by a knowledgeable and dedicated staff. 

As your wealth planning partner, I am committed to helping you work toward accomplishing your unique financial goals and objectives.  After developing a thorough understanding of your risk tolerance and short- and long- term goals, we will work together to create a customized investment portfolio designed for you.  In order to accomplish this, I will take you through the investment consulting process, which is designed to help us determine how to address your financial goals and dreams.

Our Services

  • Portfolio Analysis and Rebalancing
  • Quarterly Performance Reports
  • Investment Selection and Research
  • Explain and Interpret Investment Markets
  • Analysis of Insurance and Annuity Needs
  • 401(k), 403(b) Plan Analysis
  • Coordination with Legal, Tax and other Professionals
  • Debt Reduction Strategies
  • College Funding Strategies
  • Intergenerational Wealth Transfers
  • Asset Distribution for Estates in Probate
  • Implement Tax Planning Strategies
  • Capital Gain and Loss Strategies
  • Cost Basis Tracking
  • Internet Website and Online Access to Your Accounts
  • Informational Email Newsletters

 


This information is not intended to be a substitute for specific individualized tax advice.  Rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability.  Asset Allocation and diversification does not ensure a profit or protect against a loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC

Douglas Bielefeldt - LPL Registered Principal

895 Country Club Road Ste A-150, Eugene, Or 97401 United States

We are registered to sell Securities in the following state(s): Arizona, California, Florida, Idaho, Illinois, Michigan, Nevada, New Mexico, North Carolina, North Dakota, Oregon, Texas, Washington, Wisconsin

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