Your choice for Financial Services
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We specialize in personalized and confidential service for all your accounting, tax preparation and financial investment needs. Our clients can take advantage of advice that coordinates tax and investment knowledge.
Bill McCracken is a Financial Advisor associated with Cetera Financial Specialists LLC. He assists clients in exploring a broad variety of investment options. Bill is registered to deal in securities, including stocks, bonds and mutual funds, as well as insurance products. Bill is certified in Long Term Care.
On the tax and accounting side, Bill is an Enrolled Agent, with the IRS, and a Licensed Tax Consultant in the state of Oregon with over 30 years of experience in preparing federal and state tax returns for individuals and businesses. As an Accredited Business Accountant, Bill assists businesses in monthly accounting, preparing financial statements, payroll tax computations, tax return preparation and general consultation. Bill works with all types of business entities from Sole Proprietorships to Corporations.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."