Like most important things, a successful retirement takes effort. Many people avoid taking charge of their retirement, because there are so many considerations and details. We will work with you to assess where you are at, what you are hoping to accomplish and the steps to get there. With the right plan, you can enjoy the peace of mind that comes from being prepared.
The three importance steps in preparing for retirement:
Building Your Future: Planning
Building Your Future: Prioritizing
Building Your Future: Taking Action
211 North Meridian Street, Suite 103 Newberg, OR 97132
Disclaimer: "We do not offer every plan available in your area. Portland metro and Yamhill counties. Currently we represent 7 organizations which offer 36 products in your area. Please contact
Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options."