Retire with Confidence
Security in your golden years requires a new approach: it’s a time to focus on preserving wealth, protecting it from taxes and generating an income that is reliable, predictable, and one you cannot outlive. To learn how click below for a free consultation.
About NW Tax & Wealth
Serving the financial and tax planning needs of those in or close to retirement living in the greater Portland Metropolitan and SW Washington area.
Watch these educational videos and unlock the mysteries of annuities, learn strategies for protecting assets from taxes and what you should know before hiring an advisor.
Financial Safari Radio Show
You can listen to our radio program weekly on Saturday at 8:00am on KPAM 860-AM; 9:00am on KPDQ 93.9-FM; Sunday at 8:00am on KEX 1190-AM; 12:00pm on KXL 101.1-FM.
Wealth Management in Portland
Does the idea of out-living your money keep you awake at night?
Life expectancy, inflation, healthcare costs, and taxes are all increasing—does your retirement plan account for the increased financial burden?
Common Sense Income Preservation Strategies
When you reach the golden years you are counting on a safe and reliable income retirement plan that you cannot outlive. We know income security is dependent on sound retirement investment strategies, but it is confusing, difficult and extremely time consuming to do alone especially when trying to plan for taxes, inflation, and future unknown costs more common in our older years.
How can you trust a stranger when many seem to only value you as a commission or a number on a piece of paper? We are an independent Registered Investment Advisory firm, which gives us access to many kinds of financial products and does not lock us into working for any one company, which means we can better customize a solution for your needs. We are also a fiduciary, which means we are held to a higher standard than a traditional commission broker who only needs to find a solution that might be “suitable” for you, whereas a fiduciary has to find the very best solution for your particular needs.
Most financial advisors have used an accumulation strategy on your money— focusing on growing your wealth in preparation for retirement. An income preservation strategy is focused on preserving the wealth you accumulated and creating an income stream from it that combats inflation and is reliable, predictable, and one that you or your spouse cannot outlive.
Lastly, our income preservation approach looks intently at tax implications now and long-term to maximize the dollars you can use to enjoy your golden years as well as passing wealth on to your heirs in the most tax advantageous manner.
Retirement Financial Planner
Golden years come in an infinite number of shades… What color is yours?
As your financial planner, we seek to deeply understand your long-term goals, desires, and needs then create a retirement plan that is built on a foundation of income security and long-term income preservation.
If you are ready to learn how we can help with retirement planning for your situation call us for a free consultation.
NW Tax & Wealth Advisory Group – focused on planning for your retirement.