Services

Retirement Planning

Built for you.

Retirement Planning

Retirement planning today is much different than it used to be. People live longer now, and yet the majority of folks still wish to retire at age 65 or less. The new challenge becomes how to fund 30+ years in retirement.

With regard to retirement, there are three common questions we hear:

“When can I retire?”

“When should I start my social security income?”

“Will I outlive my money?”

Lifetime Income Need

There can be a long, happy life after retirement, but living does cost money. You will need a consistent and on-going income stream that you won’t outlive, and that allows you to maintain the standard of living for which you are accustomed. That seldom happens accidentally, and it takes careful planning.

Other Considerations for Retirement:

Health Care Needs
Estate Protection
Coordinating Retirement Income
(Social Security, other pensions, IRAs, Employer retirement plans, & other savings)
Charitable Giving
Wealth Transfer to Beneficiaries

We offer

Retirement Plan Rollovers
Traditional IRAs
Roth IRAs
SIMPLE IRAs
Real Estate IRAs

Aligned Interest

Our success depends upon our clients' success. We examine issues from the same side of the table as you. That common purpose builds a strong relationship of trust and partnership.

Social Security Maximization

For those who are already retired or approaching retirement, deciding when to start receiving your social security benefits may seem obvious but there are factors that can affect the amount of benefits you end up receiving. We can help you sift through the rules and maximize your social security income.

Why Us

Let's Talk

© Willamette Financial Advisors, LLC ADV | Privacy Policy | Form CRS
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
Powered by AdvisorFlex®.