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Pegler Swift, CFP®

Westbrook Planning Group LLC

857 NE Granger Ave
Corvallis, OR 97330
Phone: (541) 230-1044

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Independent, fee-only financial planning; special focus on retirement income planning.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.