Financial Services

Preparing for retirement has never been more daunting. If you live a relatively healthy lifestyle, the chances are that you will live longer than the generations that came before you. What that means in relation to your retirement savings is that you run the real risk of outliving your money.

For many people, their 401k is the heart of their future retirement nest egg. That’s why it is so vital that you handle it with care in the event that you need to proceed with a 401k rollover when changing jobs.

You’re ready to open an investment account, but don’t know which way you should go. Should you go the traditional IRA route or is the Roth IRA the right thing for you? Both have their advantage and disadvantages.

Annuities usually offer tax-deferred growth and may include a death benefit that pays your beneficiary a guaranteed minimum dollar amount.

As a business owner, preparing for retirement has never been more daunting. If you live a relatively healthy lifestyle, the chances are that you will live longer than the generations that came before you. What that means in relation to your retirement savings is that you run the real risk of outliving your money.

Annuities usually offer tax-deferred growth and may include a death benefit that pays your beneficiary a guaranteed minimum dollar amount.

Leaf
Profit & Loss and Personal Budget Training

 


Call (503) 597-8333 to schedule your Free Financial Evaluation
or send us a request online.

Schedule a complimentary financial planning consultation and receive a

Private School Scholarship

Contact & Directions

Healthy Financial, Inc.
15171 SW Bangy Rd Ste# 114
Lake Oswego, OR. 97035 US
Phone: (503) 597-8333


Directions to our office: click here.

401k Fees

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