Broker Check

Build a Satisfying Retirement With Your Employee Benefits.

Are there gaps in your retirement planning?  We will help you fill those gaps.

The Early Years

The Early Years

Understand the limits of your Company Retirement benefits and the best way to supplement those plans.  

  • What retirement plans are offered and how do they work?
  • How much should you contribute?
  • Is there an employer match to your contributions?
  • Traditional Pre-Tax contributions vs Roth contributions
  • Develop a personal strategy for retirement investing 
Mid Career

Mid Career

Do you have a desired retirement date?  Can you retire early?

  • Develop your retirement goals
  • Is your retirement portfolio growing?
  • Are you on track to meet your retirement needs?
The Home stretch

The Home stretch

Set a goal for a retirement date.  Will working a few additional years make a significant difference, or is it the right time?

  • How do you protect your spouse?
  • When do you claim social security?
  • What are your Health Insurance needs in retirement?
  • How does Medicare fit in?
  • How do you start drawing on your retirement assets and what are the tax issues?

Let's start with a conversation and you'll understand the building blocks of retirement in about 30 minutes.  Saving for retirement is not complicated, time consuming, or expensive.  It is better to start earlier than later, but you're never too late.

Your Oregon PERS Resource Page

Contact Rolf to get started

Thank you!