Home >> Resources >> Retirement

 
LifeLong Wealth Management
 
Address:
8050 SW Pfaffle St, Suite 100
Tigard, Or 97223
 

Business: (971) 250-2030
Fax: (503) 214-6534
Toll Free: (877) 421-9991

 
Resources
Portfolio Management
Retirement
Estate Planning
Insurance Planning
College Savings
Tax Center
Business Finances
Mortgages
 

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) 250-2030 for a FREE review of your current retirement plan.
 
 
 
 
 

Securities offered through Pacific West Securities, Inc. A registered broker/dealer. Member FINRA & SIPC.
Investment advice through Pacific West Financial Consultants, Inc.
A Registered Investment Advisor

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)