Get Ahead of it!

If a major financial event is coming up on your calendar, talk to a financial professional about it now. See what ideas they may have about how to manage the event.

Save Early for College

If you're a new parent, you have 18 years to save for your child's college education. Start now, because who knows how much college may cost then.

Get Money Smart

You need to know far less then you think you do to make some basic financial decisions, like creating a budget and starting to save for retirement. Getting started is the best way to learn and grow while investing in your own financial future.

Financial Goal Timeline

Establish a timeline for your financial goals. List what you want to achieve and when, and review your progress and the dealines you have set semi-annually or annually.

Money Goals as a Couple

When it comes to couples and money, a stategy is better than an assumption. Discuss your financial goals together and stick to the approach you make to pursue them.

CCB Financial Services

38975 Proctor Blvd Sandy, OR 97055

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503.668.2530

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Starting a Conversation About Your Future Starts Here

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CCB Financial Services

Phone:

Flipbooks

Contact Us

Videos

Starting a Conversation About Your Future Starts Here

Newsletters

Could Employee Ownership Be Part of Your Succession Plan?

Navigating Medicare Open Enrollment

How Has SECURE 2.0 Affected 401(k) Plans?

The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Calculators

IRA Eligibility

Life Insurance

Retirement Portfolio Lifespan

Savings Accumulation