Maximize what you leave behind.
No matter your level of income or wealth, almost everyone has an estate – or something of value - to leave behind for friends or family. We can help you create a plan to pass your estate on to your loved ones.
Whether you’re looking to create an estate - or have received an inheritance - we can help you plan for what’s next. Choose Advantis Wealth Management (available through CFS*) to help you plan and execute an estate plan based on your needs and long-term goals.
Schedule a consultation now or call 503-785-2574
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.