Financial Planners in Oregon

 

Planning For Your Future

Common sense planning for the future! We offer a range of products to help you build and secure your future. Whether your financial future includes paying college tuition, purchasing a new home or retiring with security, we look forward to helping you reach your goals.

Some of the products you might wish to consider:

 
  • Traditional IRA
  • IRA Rollover
  • Roth IRA
  • Education IRA
 
  • 259 College Savings Plan
  • Annuity
  • Mutual Funds
 
 
Graduation - Insurance in Roseburg, OR
 
*Our agency does not provide legal or tax advice. For specific legal or tax advice based on your situation, please contact your attorney of tax advisor.
 
 
401k plan paper - Insurance in Roseburg, OR
 

Business Group Plans

 
  • Simplified Employee Pension (SEP) Plan
  • Simple IRA Plan
  • Profit Sharing Plan (Keogh** Plan)
  • Money Purchase Pension Plan (Keogh** Pension Plan)
  • Age-Weighted or Comparability Plan
 
  • Defined Benefit Pension Plan
  • 401(k) Plan
  • Safe Harbor or DASH 401(k) Plan
  • 403(b) Plan
 
 
 

Estate Planning

The primary reason of Estate Planning is to accomplish the distribution of assets, to whom you wish minimizing taxation. Having a successful estate plan assures your wishes for your heirs. The initial planning process includes taking an inventory of your assets, discussing with trusted advisors, such as attorneys and accountants, your goals for the future.
 
Old man talking with a woman - Insurance in Roseburg, OR
 
 
Happy man and woman - Insurance in Roseburg, OR
 

Items to consider when taking inventory of your assets:

 
  • Real Estate (home or other real estate ventures)
  • Savings (bank accounts, CD’s or money markets
  • Investments (stocks, bonds, mutual funds)
  • 401(k), IRA, pension and other retirements accounts
  • Life insurance policies/annuities
 
  • Ownership in a business(es)
  • Motor vehicles (cars, boats, planes)
  • Jewelry
  • Other personal property of worth
 
 
 
For more information about our insurance policies or to request your quote please contact us at 541-672-4466.