Financial Planning

As financial planers with SHCFCU, Columbia Shores Financial provides analysis, long-term planning and continual counseling for members. By providing a representative for all four branch offices, we are able to offer assistance for most any financial planning opportunity.

With signigicant years of experience, we structure tailor-made plans to help evaluate your current portfolio; determine the best options for investments that fit the needs and manage to ensure goals are met as priorities change.

We have vast experience with Estate Planning, PERS retirements, Pension maximization, Business Planning, College Funding and Charitable Gifting. We can assist you with the right investment vehicles which may include annuities, Life Insurance, Stocks, Bonds, Brokerage Accounts and Government Securities.  We also provide assistance with IRA's, including transfers and rollovers from prior employers.

Our goal is to provide the highest level of service possible for our members. Feel free to call for an appointment or stop by and ask to see one of our representatives. At Columbia Shores Financial, we strive to satisfy concerns with a prompt, well-thought response to ensure your future financial needs are being met in the best way possible.

• Pacific West Securities, Inc.   Member FINRA/SIPC
• NOT FDIC Insured
• Not Guaranteed by Financial Institution
• Subject to risk and may lose value