Costello Financial Planning, INC.

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Fee-only Financial Advisors - Bend | Costello Financial Planning Skip to content A bespoke fee-only firm founded by family and built for families. Costello Financial Planning helps coordinate investments, taxes, retirement, and life decisions so you can focus on what matters most. A more integrated approach to wealth with a CFP® professional and CPA who help you see the big picture, avoid costly mistakes, and make confident financial decisions. Schedule an Intro Call Schedule an Introduction Meeting Fee-only Financial Advisors In Bend - About Us | Costello Financial Planning Skip to content Family First Since starting in financial planning in 2007, our first clients were family. As we grow, our philosophy stays the same: Treat clients like family, and everything will take care of itself. We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues. As a fee-only firm, Costello Financial Planning does not sell any products, and it never receives any commissions or kickbacks. Clients work with us because of our integrated wealth approach and ongoing client-centric service. Costello Financial Planning has addressed a multitude of financial planning issues for clients. We use a consultative process to gain a detailed understanding of each client’s deepest values and most important goals. We then employ customized recommendations designed to address each client’s unique needs. We develop a specific investment portfolio tailore

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