Jeff Dixson's Interview with KXL's Chris Brown from 9/20/17
"The Next Biggest Financial Security Threat- After Equifax "
View more interviews from Jeff as KXL's Investment Planning Correspondent:
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.
“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!
Comprehensive Retirement Income Planning
Social Security Planning
Traditional/ Roth IRA's
401k, 403b, PERS/TSP Rollovers
Asset Protection Strategies
Life Insurance/ Long Term Care
Advice on Pension Decisions
College Funding/ Savings Plans
Income Longevity Solutions
Estate Tax Reduction Strategies
The 8 Step Retirement Game Plan
For those who qualify, we offer a complimentary second option and portfolio analysis.
We seek to understand who you are, what you’re currently doing and your financial goals.
analyze & educate
We reveal the analysis of your portfolio, its ability to accomplish your goals and discuss areas for improvement.
We discuss investment options, spell out which we believe make the most sense for you and educate you on the pros and cons.
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.
Free Online Personal Risk Analysis
Do you know what your risk tolerance is? If not, take this quick quiz to find out!