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Tompkins Wealth Management

  • Insurance - General
  • Financial Services
  • Wealth Management
115 NW Oregon Ave Ste 21
Bend, OR 97703
(541) 668-7511
(206) 774-7691 (fax)
Hours:
By Appointment Only

About Us

Financial planning is a process which starts with a thorough review of retirement goals. Where will you be during retirement and what activities will you pursue? How will you account for inflation, read more
  • About

    Financial planning is a process which starts with a thorough review of retirement goals. Where will you be during retirement and what activities will you pursue? How will you account for inflation, market risk, longevity, changes in health, etc? Then we'll look at actual costs, analyze the available resources and discuss risk tolerance in order to develop a plan of action. This plan is then implemented and monitored on an ongoing basis to determine if it remains on target. Many Americans have not gone through this process and have no idea what retirement may cost. By investing some time now you can be among those who are prepared for what lies ahead in retirement.

    Charles Tompkins is a Certified Financial Planner with more than eighteen years of experience in financial planning and wealth management. In 2005 he founded Tompkins Wealth Management which serves individual and small business clients from offices in Seattle, WA and Bend, OR, offering securities and advisory services through KMS Financial Services, member FINRA/SIPC and an SEC registered Investment Adviser. The firm provides retirement income solutions, 401k plans and insurance services customized to the specific needs of each client.

    The Bend Chamber is actively supported by these Lead Investors

     

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