Rumer Barbara A Cfp

Information may not be reliable

Baby Boomers and the New Retirement
Baby boomers have been transforming American life for over 50 years, so it should come to no surprise that they are changing the ways we think about retirement, too. Its no longer about giving up a job for only leisure pursuits; its about creating a whole new phase of life. And for many, that includes working. learn more

On Track to Reach Your Retirement Goals?
An annual checkup allows you to make critical adjustments to your retirement plan. Each checkup should address these three questions:

Barbara A. Rumer, CFP is a fee-only comprehensive financial planning and investment firm in Bend, Oregon. I provide objective, unbiased, client-specific advice, focused on your goal attainment and risk management, while keeping decisions and costs in your control at all times. I help clients to participate in a life-centered approach to financial planning where solutions to challenges and opportunities are based on your personal goals, values, history and life transitions. The emphasis is on enriching your life, as I assist you with all your money matters and more. I focus on helping you enjoy a better life richer in all respects. Our goal, together, is to use this process to assure your peace of mind regarding your important financial matters.

I do not discriminate clients based on income or size of investment accounts. I believe it is not the size of your assets today that determines your needs, but rather what your goals are for the future and what you need to get there.

Clear Purpose I help you specify your goals in harmony with your values so you can envision and realize a successful future.
Creative Solutions I know each persons financial situation is different and strive to develop individual, creative solutions based on wise stewardship of your financial resources. As an independent firm, I am free to recommend whatever strategy is right for you.
Practical Insight Through education, organization and an eye to practical solutions to complex problems, I help you simplify your financial life so you can take control of your financial resources.
Scrupulous Integrity I am an advocate and fiduciary for your financial interests. Objective, honest, competent financial advice assures your financial needs and goals are always my number one priority (This relates to a strict adherence to our professional code of ethics and conducts. It is about: doing things right, serving the clients interest first and foremost, being honest and respectful and working knowing that our reputation is on the line each and every day.
Trusted Advocate My mission is to be the most trusted adviser in my clients lives. Trust is a measure of the depth and significance of a relationship. I constantly strive to earn and maintain your trust.
Peace of Mind Through our shared purpose to enrich your lives, you have a trusted source to help you achieve your financial goals. We strive to create your peace of mind through our solutions that are accurate, credible and useful These solutions are based on your personal goals, values, history and life transitions.

The certification marks above are owned by the Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.