In or Nearing Retirement

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

If you are concerned about whether your financial plan effectively addresses your retirement goals, now is the perfect time to contact us.

Investment Advisory Services, Financial Planning, and Wealth Management Services offered though Willamette Financial Advisors, LLC, an Registered Investment Advisor in the states of California, Idaho, Oregon, Tennessee, and Washington.
Securities also are offered through Centaurus Financial, Inc., member of FINRA and SIPC.
Willamette Financial Advisors, LLC and Centaurus Financial, Inc. are not affiliated. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.• 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97034 • (503) 747-0306.


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