Deschutes Investment Consulting, LLC.

We are proud to announce that our Retirement Plan Specialist Jonathan Metz, CPFA has been nominated by the National Association of Plan Advisors for the Top Retirement Plan Advisor under 40! 🏆

Please join us in our support of Jon and Vote for him! You can scan this QR code or click through the link below and scroll down to his name on the list. Jon works hard to make sure the participants in our plans are well-informed and has a hands-on approach with anyone needing assistance. He has also been involved with producing and delivering several of our educational webinars and takes pride in seeing our clients take control of their financial futures! This nomination is well deserved and we hope you take the time to vote for him today as well.

Thank you and Good Luck Jon! - The Deschutes Team

Link to Vote: https://lnkd.in/gZJqSkZ

Join Deschutes Investment Consulting for a live webinar on Social Security! October 12, 2023 @ 12pm PDT online (RSVP on link below).

This exceptional opportunity to learn from Ivy Heuton, a 14-year Social Security expert. Ivy will demystify Social Security programs, covering Retirement, Auxiliary, Survivor, Disability benefits, and Medicare. She will explain eligibility insights, unravel the mysteries of benefit calculations, help streamline your application process, master Medicare enrollment, and tap into the wealth of online services. RSVP here: https://form.jotform.com/232546623198159

We couldn't put on Reflections on the River without our community supporters. Thank you to our tealight sponsors for helping us provide this important community event:
Bollman Tribute Center, Collier Law, Deschutes Investment Consulting, LLC., and Maps Credit Union's Community Foundation.

Interested in learning more about Plan Participant Service?

Join Philip Sherman, CFP® from Deschutes at the PLANADVISER 2023 National Conference where Retirement Plan Adviser of the Year finalists and winners in the Plan Participant Service category share their experiences providing best-in-class service to retirement plan participants.



https://lnkd.in/e7RH6f-X

Happy Earth Day!

If you are interested in learning more about ESG investing please check out the Blog section on our website!

https://www.linkedin.com/posts/deschutes-investment-consulting-llc_esg-investing-defined-activity-6923001076853997568-xmZw?utm_source=linkedin_share&utm_medium=member_desktop_web

Deschutes Investment Consulting LLC on LinkedIn: ESG Investing Defined Earth Day is on Friday, April 22nd this year! We all want to make small changes to make the world a better place, and some of these changes can take ...

Deschutes Investment Consulting, LLC. promotes Chelsie Andrews to Chief Operating Officer.
Chelsie has been with Deschutes for 18 years and is responsible for helping our retirement plan clients keep their plans running smoothly and compliant.
With strong attention to detail, Chelsie is a natural at maintaining order in the office and seeing that projects keep moving.
Congratulations on your promotion Chelsie and thank you for all you do!

Deschutes Investment Consulting, LLC. promotes Chelsie Andrews to Chief Operating Officer Deschutes Investment Consulting, LLC. promotes Chelsie Andrews to Chief Operating Officer. Chelsie is responsible for helping our retirement plan clients keep their plans running smoothly and compliant. With strong attention to detail, Chelsie is a natural at maintaining order in the office and seei...

Whether you are a 7 time Super Bowl champion or a business executive, planning ahead can help turn a stressful retirement into a successful one.
At Deschutes, our experienced advisors are here to help guide you in the process and set you up for success.

Planning Ahead Can turn Stress into Success Planning ahead can spell the difference between a successful retirement with enough money and a stressful one with difficult decisions that you don’t want to make. As such, in a nod to Tom Brady’s seven Super Bowl rings (at least for now), here are seven suggestions that Brady – and anyone els...

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Retirement Plan Consulting | Wealth Management | Portland, Oregon | Deschutes Investment Consulting, LLC Deschutes Investment Consulting LLC. is an SEC registered financial advisory firm that specializes in retirement plans and wealth management. Our main goal for our clients is to streamline the 401k plan implementation and education process, so that they can focus on running their organizations. With...

Deschutes Investment Consulting, LLC. updated their phone number.

Deschutes Investment Consulting, LLC. updated their business hours.

Deschutes Investment Consulting, LLC. updated their website address.