Fiscal Funding Inc 1600 Executive Parkway # 220 Category: Certified Financial Planners
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Company representatives
Phone: 866-683-7012
Email: moc.liamvln@drahcir_tsoy
Richard Yost, Owner
Phone: 866-683-7012
Email: moc.liamvln@drahcir_tsoy
About Fiscal Funding Inc
Financial Planning, Retirement Income Planning, and Estate Planning
Fiscal Funding, Inc., assists business owners, professionals, and more informed individuals in attaining and maintaining wealth through a network of risk management systems and companies. We help individuals and businesses design , implement, fund, and administer tax-qualified, tax-exempt, and tax-deferred programs for themselves and their key people. Our objectives include increasing spendable income, reducing tax exposure, and enhancing the bottom line net asset value of their holdings. We specialize in providing access to retirement plans, estate planning, planned giving, and money management. Numerous financial opportunities are avaiable to individuals and businesses in these areas. Most people overlook many of these, particularly special situations open to the prudent investor.
Products and Services
- Financial Planning
- Retirement Income Planning
- Estate Planning
Opening Hours
We are open Monday through Friday. Call for holiday hours and after hour appointments.
- SundayCLOSED
- Monday7:30 AM to 5:30 PM
- Tuesday7:30 AM to 5:30 PM
- Wednesday7:30 AM to 5:30 PM
- Thursday7:30 AM to 5:30 PM
- Friday7:30 AM to 5:30 PM
- SaturdayCLOSED
Business categories
- Financial Consultant
- Financial Planning Consultants
Location Type
Single Location
Employees
2 to 4
Years In Business
45
Memberships
- Society of Financial Service Professionals
- Eugene Estate Planning Council
- National Association of Insurance and Financial Advisors - Lane County
- Financial Planning Association
- Eugene Chamber of Commerce
Additional information
Additional designations include: Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner and Practitioner, Accredited Estate Planner, Licensed Renaissance Advisor.
Rating
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