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(541)323-1008
250 NW Franklin Ave, Suite 401C, Bend, OR 97703
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Artificial Intelligence
Stock Market Indicators
Diversification
Goal Based,
Collaborative Results
Financial Blueprinting with Cash Flow Analysis
Key Employee Retention & Business Succession
Asset Allocation & Separately Managed Accounts
Estate & Gift Taxation
Retirement & Insurance Planning
Education & Complex Family Planning
Gallery
The Team
Greg Pollack
Founder, JD, CFP®
Husband, Father, Rescue Dog Owner.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
Samantha Voeller
Operations Manager
Bendite, Cat Mom,
Music Connoisseur.
*Not registered with LPL Financial
Gregory Pollack's
BACKGROUND
Speak with Greg
Your Free Consultation
Our Clients Are...
High Net Worth
Complex Wealth Families
Individuals
Inheritance & Estate
Pre & Post Retirees
Entrepreneurs
Career Professionals
Where We Serve...
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