Retirement

Retirement is like an inconvenient chore that needs to be done, but is pushed off till the very last minute. Historically, an individual would work full-time until he/she decides to retire. Subsequently, they would receive a comfortable retirement income with health care and retirement privileges inherited by their employer.

In today's environment, individuals recognize that the traditional views of retirement are no longer viable. Employers are beginning to pull back on pensions and other employer driven retirement package. Thus, individuals are not only expected to take control of their personal finances, but are left to navigate these financial waters without a sail. Individuals are living longer, inflation continues to be a cause for concern, and are asked to find their own nest egg.

Fortunately, there are options out there for people. Some of which include the following:

401(k) rollovers
Defined Contributions

Defined Benefits
Roth IRA
Traditional IRA
Section 72(t)

Section 79

Retirement is not something that should be taken lightly. Thus, our team carefully reviews every plan to assure the proper retirement plan is in place. Please contact us via email or call us at (971) 204-0225 for a FREE review of your current retirement plan.

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Securities and investment advisory services are offered through Multi-Financial Securities Corporation, Member FINRA & SIPC.
Lifelong Wealth Management Group is not affiliated with Multi-Financial Securities Corporation.

Investments products and services available only to residents of : California (CA), Colorado (CO), Idaho (ID), Oregon (OR), Utah (UT), Washington (WA)
Fee-based advisory services are available.
We are licensed to sell insurance products in the following states of: Oregon (OR), Washington (WA), California (CA)