Investment and Retirement Consultants
1200 Executive Parkway Suite 220 Eugene, Oregon 97401
Phone: 541-349-0074 Toll Free: 877-349-0774 Fax: 541-349-0778
About Our Company Associates Planning For Physicians Sand Dollar Retirement Processâ„ Request an Appointment
Melba Detlefsen Riaan Nel Jeff Savage
LPL Account View WealthVision Client Access (WealthVision Clients have been notified)
Sand Dollar MD Planning Wealth Creation Estate Planning Upcoming Workshops
What is your current advisor's investment theory?
Why is a Sand Dollar our symbol?
Found on the Pacific Ocean beaches, the sand dollar is considered the 'wealth' of the ocean.
Our Pacific Ocean was named by the Portuguese explorer Ferdinand Magellan. During his explorations he considered the Pacific to be calm, peaceful and passive, compared to the sometimes turbulent and stormy Atlantic.
We introduce stability to our clients' investments to help protect against turbulent and 'stormy' market behavior. Our approach is asset protection while seeking growth.
Our Process, Your Plan, Your Protected Future
Detlefsen Nel & Associates---Comprehensive Financial Solutions
Investment and Asset Protection Strategies for the Age of Global Economic Change.
We are finding ourselves in the midst of unprecedented changes in the global economy, and you may rightly ask What does the future hold for me? What investment strategies do I need to utilize to protect my assets? Click for more info.
Article: "Look For More Bursting Bubbles in the New Global Economy"
by Riaan Nel
Article: "Economic Crisis Not Over Till It's Over"
Voted one of Eugene-Springfield’s Most Favorite Financial Planning Firms