“There are more investments options than just stocks, bonds and mutual funds.”
“ASSET CLASS DIVERSIFICATION”
We work together with our clients to find the right financial products for their specific situations, and often it turns out that they are not all stocks, bonds and mutual funds. This is what truly sets us apart. We view a portfolio of stocks, bonds and mutual funds as falling into one investment category. If traditional investing was the only way to invest, then 2001 and 2008 would not have been so significantly disastrous for many. We work to diversify the portfolios of our clients so they have multiple types of investments and financial vehicles, and therefore achieve what we call “asset class diversification.”
THE FINANCIAL TRIANGLE
We believe having a top-notch financial advisor, a tax planner (not a tax preparer) and a good attorney are essential for effective retirement planning. Those three pillars of estate planning are so connected that those individuals need to be talking to each other. In the Dixson Professional Center, we offer every element of the financial triangle although that does not mean you have to use these services as a client of Northwest Financial & Tax Solutions, Inc.
- Traditional & ROTH IRAs
- 401(k), 403(b), PERS/TSP Rollover
- Tax-efficient investing strategies
- Principal protected savings strategies
- College funding strategies
- Systematic income streams
- Tax-efficient income models
- Income longevity solutions
*Income strategies NW Financial & Tax Solutions creates utilize a variety of financial vehicles depending on the individuals unique needs. Vehicles may include securities and insurance vehicles.
Estate Planning Strategies
- Estate tax reduction strategies
- Life insurance and long-term care policy design
- Gifting strategies to benefit your children/grandchildren
- Business income tax reduction strategies
- Real Estate Investment Trust (REITs)
- Equipment leasing
- Structured notes
- Oil and gas*
- Fixed annuities
- Fixed indexed annuities
- Immediate annuities
Life Insurance / Long-Term Care
- Term life
- Index Universal Life
- Whole/Universal Life
- Long-term care
- Mutual funds
- Managed Money
- Retirement plans
1 Diversification does not ensure a profit or protect against loss.
Northwest Financial & Tax Solutions does not provide legal or estate planning advice. Always consult qualified legal/estate planning advisors concerning your own situation.
The Retirement Trailhead radio show airs every week on major talk stations throughout the Portland Metro area. You can listen to it any time from the comfort and convenience of your home or office.