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503.266.2216

Financial Planning in Canby and Portland, OR

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Gustafson Insurance Agency, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Gustafson Insurance Agency, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Gustafson Insurance Agency is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Gustafson Insurance Agency today to see how Financial Planning can help achieve your goals.

Our Location

Gustafson Insurance Agency

541 NW 2nd Ave
Canby, OR 97013
Main office: 503-266-2216

Our Providers

"Gustafson Insurance has given me exceptional service for my business, home and auto insurance for over 40 years" ~Jim Newton, Gene's Home Electronics
Jim (Jimmy) Newton
"Count on Gustafson Insurance...We do and have for 15 years!" ~ Ed Netter Family
Ed Netter
"As Hope Village has grown so has our insurance needs. Scott and his staff at Gustafson Insurance have worked hard to evaluate and implement a program of insurance to take care of our growing development." ~Executive Director Hope Village
Hope Village
"Our family trusts all of our insurance with Gustafson Insurance. They've been helping us for over 20 years." ~Rick & Christina Beko
Beko Family
"I'm 100% satisfied with the professional service from Gustafson Insurance" ~Kory MacGregor, President Roth Heating
Kory MacGregor