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is to make financial planning accessible to families and businesses regardless of their socioeconomic status and enable them to identify, take control and act on their best financial opportunities.

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is to empower people to become the best version of themselves financially.

Our Story

国际在线_读懂国际 点赞中国 - CRI:国际在线(www.cri.cn)是由中央广播电视总台主办的中央重点新闻网站,通过44种语言(不含广客闽潮4种方言)对全球进行传播,是中国使用语种最多、传播地域最广、影响人群最大的多应用、多终端网站集群。 国际在线依托中央广播电视总台广泛的资讯渠道和媒体资源,在全球拥有40多个驻外记者站,与许多 ...

Castro Monroy Group has helped hundreds of families and businesses in the state of Oregon. The firm has been recognized locally year after year as one of the best financial firms in the Mid-Valley by the Statesman Journal, as well as has accrued numerous accolades for it's individual Advisors and teamwork.

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Doing what's best for your family's financial life.

You love your family and you want what's best for them. 

Some questions to consider: 

  • How strong is your family's financial foundation?
  • How will you build your family's wealth?
  • Will you be able to balance your children's college education and your retirement? 
  • Your family is your legacy, how will you provide for them when you are deceased? 
 Call us today to find out more about what financial family planning can do for you. Together, we can work to protect and grow your  future.


We Will Work With You To


  • Understand your financial picture and crystalize where you are today and where you want to be tomorrow

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  • Provide you with all the information so that you can make educated decisions for your financial health today and tomorrow

You've Worked Hard For Your Business To Succeed


Now maximize the results of your hard work

You’ve done a great job making your business a success today. Now you need to safeguard the success of your business tomorrow and into the next generation.

Some questions to consider: 

  • How will you retain your best employees?
  • Will you be able to retire when you desire? 
  • What will happen to your business if you became disabled?
  • Your business is your legacy, how do you want it to survive you? 
 Call us today to find out more about what business planning can do for you. Together, we can work to protect and grow your future.


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  • Understand your financial picture and crystalize where you are today and where you want to be tomorrow

  • Find out what's most important to you, what your priorities are and what you value

  • Provide you with all the information so that you can make educated decisions for your financial health today and tomorrow

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A positive attitude achieves positive results.

Self-Discipline:

All great achievements start with self-discipline.

Action: 

The philosopher Herbet Spencer said, “The great aim of education is not knowledge but action.” 

Innovation: 

We are committed to innovation that better serves our clients.

Teamwork: 

Possibilities are endless with teamwork.

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Community

Giving back to our community is part of who we are as a firm. As a team and individually, we donate our time and resources to support many local non-profit organizations. Our Advisors serve as board of directors for local non-profits and also serve on local government boards and commissions. We believe in working for a better community.

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Jonathan U. Castro Monroy Photo

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Jim Lusk, CFP, CLU, ChFC, CLF, MEd Photo

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Development and Training Partner
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Employee Benefits Specialist
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Brent Dehart, CLU

Disability Insurance Specialist
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Rian Rasubala

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Lupe Vasquez

Financial Representative
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Bailey Schmidt

Financial Representative
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Julian Ballines Rios

Financial Representative

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Financial Representetative

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Financial Representative

Ruben Salvador Benavides

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Read Bio

rsmith@palisadeadvisors.com


翻墙也要用的应用 Google Drive全攻略_科技滚动_中国广播网:2021-5-3 · Google推出云存储服务Google Drive之后，Google的老用户们就开始纷纷申请试用，而随服务一同发布的Google Drive安卓客户端，在当天的下载量就突破了500万。 虽然Google Drive还是有不少地方为用户所诟病，但是大量的老用户和独特的功能服务还是为其赚到了不少的人气。

While I was able to secure multiple jobs at a variety of firms after that, I was interested in joining a practice that was more in-line with my values and beliefs. One day at a networking event, I met Benjamin Portman, our president, and soon after realized Palisade Advisors was the place for me.

国际在线_读懂国际 点赞中国 - CRI:国际在线(www.cri.cn)是由中央广播电视总台主办的中央重点新闻网站,通过44种语言(不含广客闽潮4种方言)对全球进行传播,是中国使用语种最多、传播地域最广、影响人群最大的多应用、多终端网站集群。 国际在线依托中央广播电视总台广泛的资讯渠道和媒体资源,在全球拥有40多个驻外记者站,与许多 ...

Learn More About Me


If you had a million dollars to spend, what would be the first three things you would buy?
I would invest it all in the stock market.

What’s the most likely place people could find you on a Saturday night?
At the movie theater catching the latest thriller.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach!

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I would wish for perfect eyesight, unlimited vacation days and the ability to know which way the market is going to turn before it happens.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Live in the moment and never underestimate your value.


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David Richert, LUTCF

National Vice President of Ameritas

Services

Comprehensive Financial Planning Strategies

Sharing with the world what you love is part of building a legacy that will never outlive you. After evaluating your financial situation, and learning about what causes are important to you, our team of professionals will help you strategically give to the organizations you value. 



Let's Plan To Give To The Organizations You Love

翻墙也要用的应用 Google Drive全攻略_科技滚动_中国广播网:2021-5-3 · Google推出云存储服务Google Drive之后，Google的老用户们就开始纷纷申请试用，而随服务一同发布的Google Drive安卓客户端，在当天的下载量就突破了500万。 虽然Google Drive还是有不少地方为用户所诟病，但是大量的老用户和独特的功能服务还是为其赚到了不少的人气。


More than wages are needed to retain the best employees. Workers nowadays seek benefits that fit their needs. Do you offer enough to keep your brightest on your team? If you want to find ways to offer more, let us know, and we can help.


Let's Take Care Of Your Employees

Money management involves more than just creating a budget and saving for retirement. With financial coaching you will learn ways your money can work for you not only for retirement and in creating a legacy, but preparing you for the expected and unexpected, whether it be college expenses, a home, or learning how to invest in socially responsible ways to create the world you envision.

Investing goes beyond mutual funds and the stock market. Diversifying is one way advanced investors make sure they protect their wealth. You can do this yourself through real estate and business investments.


Let's Continue To Build Your Wealth

Protecting your family and the financial foundation you are building is the first step in accruing wealth. The cornerstone of financial well-being is insurance planning. Whether you are just seeking the basics to cover your final expenses, seeking to create a legacy, or want to explore insurance products that have multi-purpose uses, we can help you.

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Whether you’re five years away from retirement or twenty years away from retirement, we’ll help guide you through the steps necessary to secure enough assets for your ideal retirement. After evaluating your current financial situation, we’ll identify income sources and opportunities that are the most advantageous for you as you prepare for your life of leisure.

Let's Plan for Your Retirement

Are you passionate about protecting the planet, wanting clean air and water, or just want to do what you feel is right. We have ways to invest that will help you honor what you value so you don't feel like you are selling out on what you believe just to grow wealth.

Let's Continue To Build Your Wealth

Careers

Join Our Team

Here at our firm, we are always open to considering candidates to join the team that demonstrate our core values of positive attitude, self-discipline, execution, innovation, and teamwork. Castro Monroy Group offers world-class training, a great culture, competitive compensation and benefits, and opportunities for career growth. Call us today to start the conversation or send us a note.



Our LOCATION

1340 Madison St NE
Salem, OR 97301

Office Hours

Monday - Friday
8:30AM - 5PM

CONTACT

jcm@mstul.nbomb2017.com
Office: (503) 308 - 4550