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"Coaching you to and through Retirement"

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Ready to Develop a Retirement Game Plan?

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

UNDERSTAND YOUR SITUATION

 

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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.

FIND 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.

build the plan

 

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

lEARN FROM THE "RETIREMENT COACH"

HOW TO WIN 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!

Are you ready for Personalized Comprehensive Wealth Management?

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.