Plan
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
Focus on Goals
Focus on your goals in retirement and how you will pay for them.
Address Concerns
Address your concerns and expectations for retirement.
Identify Threats
Identify things that can pose a threat to your retirement and manage them.
Be Informed
Feel more educated, confident and in control of your financial future.
Transition Smoothly
Navigate the complexity of financially moving into retirement.
Retirement Planning FAQs
What is a retirement plan?
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?
Retirement Plan Analysis: A plan as a starting point
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.
You have a retirement plan. Now what?
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.
Planning Takes Teamwork
The Process:
+ 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
Visit Our Offices
office location
Suite 200
Tigard, OR 97223
Phone
(971) 340-4832