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"Coaching you to and through Retirement"

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Making Retirement Simple

At Northwest Financial & Tax Solutions, our financial advisors help individuals plan for a secure future through education and income focused strategies. We believe no two individuals or businesses are alike and that is why we are dedicated to giving clients the personal attention they deserve.

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Jeff Dixson's Interview with KXL's Chris Brown from 10/18/17

"Retirement Planning for Married Couples "

View more interviews from Jeff as KXL's Investment Planning Correspondent:

Comprehensive Planning

Retirement Income Planning

Social Security Planning

Traditional/ Roth IRA's

401k, 403b, PERS/TSP Rollovers

Asset Protection Strategies

Life Insurance/ Long Term Care

1031 Exchanges

Advice on Pension Decisions

College Funding/ Savings Plans

Income Longevity Solutions

Investment Management

Estate Tax Reduction Strategies

“winning the retirement game”

by Jeff Dixson, “The Retirement Coach”

 

Successful retirement is no game, but it does require strategy. And, like many game situations, a wrong call at the wrong time can end in financial disaster. The right call can provide decades of worry-free retirement. If you are near your retirement “end zone,” make sure you have the winning game plan in place!

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Listen to The Jeff Dixson Show Podcast Available Right Now Online!

Our Process

The 8 Step Retirement Game Plan

For those who qualify, we offer a complimentary second option and portfolio analysis.

DISCOVERY

 

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We seek to understand who you are, what you’re currently doing and your financial goals.

analyze & educate

 

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We reveal the analysis of your portfolio, its ability to accomplish your goals and discuss areas for improvement.

solutions

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We discuss investment options, spell out which we believe make the most sense for you and educate you on the pros and cons.

implementation

 

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We finalize the plan and get your money working to accomplish your goals.

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Serving Clients in Oregon and Washington

Our independent financial advisors meet with clients all over the Portland Metro area. We have convenient meeting locations in Vancouver, Portland, and Beaverton. See our locations here. We have clients that work for and have retired from various companies in our area including Nike, Intel, Nautilus, HP, Qwest,Tektronix and PGE.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

One or more of the following persons of NWFTS; Jeff Dixson, David Topper, Dustin Martin and Jason Lambert, are licensed to discuss and offer securities or advisory services through Madison Avenue Securities, LLC (MAS) to residents of the following states: AR, AZ, CA, CO, FL, GA, HI, MT, NM, NV, OH, OR, SD,IA,ID,IL,IN,MN,TN,TX,UT and WA. Jeff Dixson, Dustin Martin, David Topper and Jason Lambert offer securities and advisory services through (MAS), a registered broker/dealer and a registered investment advisor, member FINRA/SIPC. MAS and Northwest Financial and Tax Solutions are not affiliated entities. Insurance company guarantees are based on the claims paying ability of the issuing insurance company.