Retirement Planning PortlandRetirement Planning

Healthy Financial is your best choice for a financial advisor in Portland, Oregon and the surrounding metro area. We will sit down with you, listen to your investment goals, and work with you to achieve those goals.

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.

This really underscores the importance of putting together a sound strategy for your retirement money.


There are many investment options to consider:

  • Social Security - Will it be there for me when I retire, and if so, how much?
  • Your 401k plan – Are you taking advantage of all your company has to offer?
  • IRAs – Which, if any, should you choose?
  • Annuities – Is this something that is appropriate for your retirement strategy?

You also have philosophical questions to ask yourself:

  • When do you want to retire?
  • How much do you need to retire comfortably?

Have you given these questions much thought? If not, there’s no time like the present. Putting together a plan now for your golden years will save you stress and aggravation in the long run. There are no guarantees in this life, however, when you create a sound plan and do your best to stick to it, you position yourself to enjoy a comfortable retirement.

Healthy Financial will evaluate your current finances to determine what needs to be done to ensure a healthy and happy retirement.


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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