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Q• What makes Bend Financial Group different from traditional Investment firms?
A• Bend Financial Group is a locally owned and operated, and its consultants are affiliated with LPL Financial, the country’s largest independent broker/dealer (based on revenue).
Q• How is Bend Financial Group compensated?
A• Depending upon your situation, Bend Financial Group is compensated in the following ways; traditional commission, fee based on assets under management*, hourly consulting and referrals.
Q• Can Bend Financial Group work with an existing portfolio?
A• Yes. The only time we make changes is when your existing portfolio does not support your financial goals.

Q• How do I know if Bend Financial Group can help me?
A• You won't know until we've had the opportunity to meet. The relationships we have can only be built on mutual trust and respect. We cannot be all things to all people, but we can be all things to some people. Please call us to arrange for a no-obligation meeting. We recognize the first step can be difficult, therefore we will donate $25 to the charity of your choice when you take the step.

*Fee-based asset management is offered through LPL Financial.

400 SW Bluff Drive, Suite 101 • Bend, Oregon 97702 • (541) 306-4570 • Toll Free (866) 875-3856
customercare@bendfinancial.com

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