R.J. "Rob" Fincham, Jr., CFP®, MSFS
R.J. "Bud" Fincham, CFP®, MSFS  
Nathan R. Fincham, Financial Services
                                     Professional*

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.


R.J. "Rob" Fincham, Jr., is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Oregon, Arizona, California (CA Insurance License #823866), Colorado, and Washington. No insurance business may be conducted outside these states referenced.

R.J. "Bud" Fincham is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Oregon, California (CA Insurance License #444411), and Washington. No insurance business may be conducted outside these states referenced.

Nathan R. Fincham is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the States of Oregon and Illinois. No insurance business may be conducted outside these states referenced.

R.J. "Rob" Fincham, Jr., is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 745 NW Mt. Washington Drive, Suite 300, Bend, Oregon (541) 382-8773, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Oregon, California, Colorado and Washington. No offers may be made or accepted from any resident outside the specific states referenced.

R.J. "Bud" Fincham is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 745 NW Mt. Washington Drive, Suite 300, Bend, Oregon (541) 382-8773, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Oregon, California, and Washington. No offers may be made or accepted from any resident outside the specific states referenced.

Nathan R. Fincham is a *Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 745 NW Mt. Washington Drive, Suite 300, Bend, Oregon (541) 382-8773, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of Oregon. No offers may be made or accepted from any resident outside the specific state referenced.

R.J. "Rob" Fincham, Jr., is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Oregon, California, Colorado and Washington. As such, these services are strictly intended for individuals residing in Oregon, California, Colorado, and Washington.

R.J. "Bud" Fincham is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Oregon, California, and Washington. As such, these services are strictly intended for individuals residing in Oregon, California, and Washington.

Fincham Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.
Newsletters

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

More Newsletters →