Request an Appointment Learn more about the services we offer to help provide peace of mind during times of financial uncertainty. Schedule a 15 minute discovery call by clicking the links, below Schedule a 15 minute Appointment with Cathy Mendell Schedule Appointment Schedule a 30 minute Appointment with Ryan Sanford Schedule Appointment Schedule a 30 minute Appointment with Derrick Hanson Schedule Appointment Offices Bend 775 SW Bonnett Way Suite 220 Bend, OR 97702 541-728-0321 Medford 3501 Excel Drive Suite 205 Medford, OR 97504 541-779-4774 Contact for Appointment Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Phone Number *Suitable time to meet *MessageMessageSubmit