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Jonathan C. Brandt, CFP®

Journey Tree Financial Planning & Investments

975 Oak St
Ste 785
Eugene, OR 97401
Phone: (541) 485-3154
Fax: (541) 485-0900

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Buying a Home
  • Charitable & Planned Giving
  • Cross-border Planning
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Irregular Income
  • Insurance
  • Startup
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

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