Discover a retirement plan that's right for you
The amount of investors who do not create a written plan. Don't be one of them.
Gallup News, Use of Personal Financial Adviser Tied to Investor Confidence, 2017.
Why make a retirement plan?
Financial planning is about more than assets, investments, and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations, and goals – it’s about how you feel and what you want.
5 Reasons to Create a Retirement Plan
Retirement Planning FAQs
A retirement plan is an analysis of your current situation and taking your goals in order to calculate the probability that you will achieve those goals. In other words, is everything coming together for your success? Or do we need to change things to better your odds at retiring on your own terms?
Failure to plan is planning to fail! However corny this sentence is, it’s still true. As financial advisors, our team at JPS Newton helps you put a retirement plan in place. It allows us to have a more precise view of the Before and After of retirement.
A retirement plan is not a one-and-done event. It is a road map that should be used on a regular basis to assess if progress is made. It is an anchor point, a reference that we can use to help ensure we stay on course.
+ Collecting the data
+ Inputting the data
+ Refining and correcting
+ Adjusting current finances if necessary
Find out how we can make a difference
in your financial life
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Tigard, OR 97223