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
• 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
• 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!
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Learn when it may not make sense to file a claim on your home insurance.
Understanding how capital gains are taxed may help you refine your investment strategies.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What are your options for investing in emerging markets?
Here’s a quick guide to checking to see if you have unclaimed money.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.