Education is the cornerstone of any successful investment strategy. We feel strongly that investors should NOT invest in anything they cannot understand. However, investing can be sophisticated and complex at times which is why it is important to have a Certified Financial Planner on your team. Littlejohn Financial Services is committed to educating our clients to understand any investment strategy. 

We are happy to meet with you individually and discuss your current investments and retirement plan. We can take a look at your portfolio and run it through a stress test to show you the strengths and weaknesses of your current investments. Then we can provide you with report and offer our recommendations to better protect your assets. 

Regardless of how old you are, it is never too late to start investing for your future. We believe success begins with a PLAN.

Are you curious about investing, but have little or no experience? Would you like to learn more about today's trends and how technology has changed the investment playing field? If you said yes to either of these questions you should sign up for our next workshop and let us help you become an educated investor. Click on the Workshop picture below.

Wealth Workshops

Our wealth workshops are planned for the third Thursday of each month at 6 pm. We cover a variety of topics from social security maximization to how much insurance you may (or may not) need. They are 100% FREE to attend. For more information or to RSVP click the link below or give us a call at (541) 375-0898

Financial Peace University:
This is a program from author and talk show host Dave Ramsey. The program is a step-by-step course taught weekly for nine weeks. It is designed to help guide you through the process of getting out of debt, setting a budget, and growing your wealth. It is a natural compliment to the investment, planning, and wealth creation services we offer here at Littlejohn Financial Services. There is a cost for the materials needed for this series of classes. Call our office for more information and the class schedule (541)375-0898

Beginning January 30th (9 week course) meeting on Tuesday nights from 6 pm -8 pm