Shane Weisman, Destry Witt, Ralph Miller, 401k, profit sharing, simple ira, pension, defined benefit, db plan, 403b, retirement plan, retirement plans, Raymond James financial advisor, Retirement planning, investment management, independent investment advisor, investment strategies, investment programs, risk management, investment products, Vancouver Washington, Portland Oregon

Retirement planning is the intersection of math and decision making. The equation starts with all the assets that you have earmarked towards retirement and how much you choose to add to the equation during a specified period of time (accumulation phase). Your life expectancy and dependent needs are estimated as well as consideration for your personal spending requirements during retirement to determine a required rate of return necessary to achieve your objectives. Social security and pension payments are also factored into our analysis.

We work with investment providers whom offer competitive investment products and 401K platforms to assist our clients with their retirement objectives while providing the trustees with confidence that their employees are being appropriately supported and cared for during the accumulation phase and beyond.


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