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Casey E. Cleveland, CFP®

CGC Financial Services

5 Centerpointe Dr
Ste 270
Lake Oswego, OR 97035
Phone: (503) 670-1958
Fax: (503) 670-1964

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Household Income Minimum: $75,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Nontraditional Households

 

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.