Broker Check

14050 SW Pacific Hwy
Suite 212
Tigard, OR 97224

Vernon L Henifin

(503) 601-3272

 
A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

The big picture...

When it comes to planning for your future and retirement years, there's nothing small about it. You've got a big picture in mind.

If you've ever worked directly with a large investment company, mega life insurance companies or a financial planner from one of these places, you understand that they also have a big picture in mind... theirs. Why? often they're only able to offer you in house products which creates a conflict of interest.


Whether looking to deal with a 401(k) rollover, re-evaluate your life insurance coverage, address estate planning or formulate financial planning that includes a retirement plan, asset allocation, and everything you need to have in place to focus on your big picture, there's really only one "asset" you need: Northwest Financial Solutions.

When you work with Northwest Financial Solutions (NWFS), you'll be working with a true partner who places your big picture ahead of their own. The NWFS team will take the time to understand your specific needs and goals and will educate you on financial options and products so that you can make informed decisions about your future. The NWFS approach will empower you by providing the confidence that comes from knowing where you're at on the road to achieving your goals and dreams, as well as the peace of mind that comes from knowing your future is well planned for.

We're the asset you need... Call Northwest Financial Solutions today at 503.601.3272 and begin planning for a future you can count on!


Northwest Financial Solutions Products and Services



• 401(k)

•CDs Checking

• College Funding Plans

• Critical Illness Insurance

• Educational Funds

• Estate Planning

• Estate Organizer

• Wrap Accounts

• Financial Plan Preparation

• Individual Retirement

• Accounts / IRAs

• Key Man Life Insurance

• Long-Term Care

• Insurance

• Professional

• Money  Management

• Real Estate Investment Trusts
 
• Roth IRAs

• Second-to-Die Insurance

• Term Life Insurance

• Variable Annuities

• Variable Life Insurance

• Oil and Gas Investments


We're the asset you need...
Call Northwest Financial Solutions today at 503.601.3272
and begin planning for a future you can count on!

Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow