Comprehensive Retirement Planning

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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 offices in Vancouver, Clackamas and Tigard.

    We put you at the center of our team

    Listen to The Retirement Trailhead radio Show And the Peaks and Valleys Podcast Available Right Now Online!

    Ready to map out your Retirement?

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

    UNDERSTAND YOUR SITUATION

     

    icon-discovery

    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, lay out a plan of action that we believe makes the most sense for you, and explain the pros and cons.

    build the plan

     

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

    Name:
    Your Email Address:
    Phone Number:
    Subject
    What is your preferred method of contact?

    What is the best time to get in touch with you?
    When do you plan to retire?
    Message *
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    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!