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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Bend, Oregon. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

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Qualified Financial Advisors in Bend, Oregon
Financial Advisor Office Location Phone Number
Charles Tompkins, CFP
KMS Financial Services, Inc.
115 Oregon Ave, Suite 21,
Bend, OR  97701
(541) 797-7009

Information on Qualified Financial Advisors in Bend

Qualifications CRD# 4060464
FirmCRD# 3866
Series 6, 7, 63

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee


Office Location 115 Oregon Ave, Suite 21,
Bend,
OR 
97701
Phone Number (541) 7977009

We provide wealth management services to individuals, trusts and small business clients. Our focus is working with retired clients as well as those nearing retirement. We provide retirement planning, estate planning and insurance planning as part of a comprehensive approach to wealth management.  Charles Tompkins is licensed to offer securities and advisory services through KMS Financial Services, Inc. Member FINRA, SIPC. He attained a BA from the University of Vermont and an MA from Middlebury College. He taught four years at a private school in Greenwich, CT then worked for Edward Jones Investments in Seattle, WA from 2000-2005 before starting his own, independent practice with KMS Financial Services, Inc. in Seattle, WA. We currently serve our clients from offices in Seattle, WA and Bend, OR.

About KMS Financial Services, Inc.

We provide wealth management services to individuals, trusts and small business clients. We specialize in working with retired clients as well as those nearing retirement. We provide retirement planning, estate planning and insurance planning as part of a comprehensive approach to wealth management. Seattle Office: 2208 NW Market Street Suite 507 Seattle, WA 98107



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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?