HOW WE CAN HELP

CONCIERGE SERVICES
  • Access to thousands of non-proprietary investment and insurance products and services
  • Financial planning reports
  • Personal Financial Advocate
  • Personal liaison with your CPA & Attorney
  • Help with financial forms, processes and frustrations
  • A confident sounding board
  • A financial resource for family and friends

Let's talk about what is important to you

John Strassman, CFP
15 SW Colorado Ave, Suite 205
541-306-4570
john@yourlegacymatters.com

Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management and Strassman & Associates Wealth Management are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, HI, ID, MA, OR, WA