About Ashland Financial Solutions
Ashland Financial Solutions opened in February of 2000, in Ashland, Oregon, with a mission to eliminate the conflicts of interest inherent in the typical "financial planning" services offered by brokerage firms and insurance companies. We offer objective financial advice unprejudiced by commissions, referral fees, or sales incentives. Clients turn to us for financial advice, retirement planning, assistance in creating portfolios of no-load investments, restructuring portfolios for creation of retirement income and many other services.
We'll help you:
- Set reasonable goals.
- Create a plan to achieve those goals.
- Determine solutions to problems that get in the way of success.
- Become educated about investments and personal finance so that you can make educated and informed decisions about your financial affairs.
About Maura Van Heuit, CFP
Maura graduated with honors from Oregon State University with a business degree in 1988. She has worked in the financial services field since 1989. In 1994, she earned the professional Certified Financial Planner designation. Ashland Financial Solutions, wholly owned & operated by Maura Van Heuit, is a Registered Investment Advisor with the state of Oregon. She is a Licensed Insurance Consultant and Licensed Tax Preparer.
Memberships: National Association of Personal Financial Advisors ( NAPFA), the largest professional organization for fee-only (no commission) financial planners in the United States, and the Cambridge Advisors, a national network of fee-only financial advisors serving middle income clients. She is also a member of the Financial Planning Association (FPA), a membership organization for investment and financial planning professionals, both fee-only and commission-based.