Retirement Planning in Portland

Retirement is not what building wealth is about. Life is about building wealth to obtain financial independence, so that one may have the ability to live more or less as one wants to, within reasonable limits. This may not mean absolute freedom from work, but rather the ability to quit a bad job, go back to school, or start a new business without major sacrifice. This is done by replacing one’s income, in some fashion, though it does not come simply because people demand it or decide they want it. We help our clients the first step, and make a declaration of what you want, why you want it, and what you need to do to prepare yourself for it.

Your goals are unique and important; thus, you need a plan that meets your unique, and specific wishes. Through our process, we create a methodical retirement income strategy. We help you understand what is achievable, and what ways to best position your assets for financial independence. 

Your time is perhaps your greatest asset. Let our Retirement Planners in Portland save you time, and execute a financial independence plan so you can do the things you want to do in life.


Retirement Services


  • Preparing for retirement

  • Tax-Efficient retirement planning 

  • Tax-Diversified retirement planning (building tax-free monies, in addition to tax-deductible)

  • 401(k) advice 

  • Individual Retirement Account (IRA) management

  • Employer retirement plans

  • Withdrawal strategies

  • Social Security maximization strategies

  • Income projections

  • Pension projections

  • Medicare resources