Your Path to a Confident Retirement
Turn your retirement questions into a clear action plan. We'll help you navigate Social Security, create reliable income, and protect what matters most.
Schedule a Conversation
Your Path to a Confident Retirement
Turn your retirement questions into a clear action plan. We'll help you navigate Social Security, create reliable income, and protect what matters most.
Schedule a Conversation
Your Path to a Confident Retirement
Turn your retirement questions into a clear action plan. We'll help you navigate Social Security, create reliable income, and protect what matters most.
Schedule a Conversation
Planning for retirement brings up important questions.
We help successful professionals within 5-10 years of retirement answer those questions.
When should we take Social Security?
How will we turn our savings into income?
What about healthcare costs and Medicare?
These decisions shape your retirement success. Making the wrong moves with Social Security could cost thousands in lost benefits. Taking too much from your investments too soon might put your future income at risk. And without a tax strategy, you could end up paying more than necessary to the IRS.
You've worked hard to build your nest egg. Now it's time to turn those decades of saving into a retirement you can count on.
Planning for retirement brings up important questions.
We help successful professionals within 5-10 years of retirement answer those questions.
When should we take Social Security?
How will we turn our savings into income?
What about healthcare costs and Medicare?
These decisions shape your retirement success. Making the wrong moves with Social Security could cost thousands in lost benefits. Taking too much from your investments too soon might put your future income at risk. And without a tax strategy, you could end up paying more than necessary to the IRS.
You've worked hard to build your nest egg. Now it's time to turn those decades of saving into a retirement you can count on.
Planning for retirement brings up important questions.
We help successful professionals within 5-10 years of retirement answer those questions.
When should we take Social Security?
How will we turn our savings into income?
What about healthcare costs and Medicare?
These decisions shape your retirement success. Making the wrong moves with Social Security could cost thousands in lost benefits. Taking too much from your investments too soon might put your future income at risk. And without a tax strategy, you could end up paying more than necessary to the IRS.
You've worked hard to build your nest egg. Now it's time to turn those decades of saving into a retirement you can count on.
Here's How We Help You Build a Better Retirement
We create a clear retirement roadmap that takes the guesswork out of your financial future. Our planning process helps you know exactly when you can retire, how much you can spend, and what steps to take next.
We focus on what matters most to you:
Dependable Income Strategy
Creating reliable retirement income from your investments that can last for decades.
Smart Social Security Planning
Making smart Social Security choices to maximize your benefits and coordinate with your other income sources.
Tax-Efficient Retirement
Managing taxes in retirement to help keep more of your money working for you.
Family Legacy Protection
Protecting your family with clear estate planning strategies that ensure your legacy wishes are met.
Healthcare Planning
Navigating healthcare decisions including Medicare options so you're covered for what's ahead.
Clear Guidance at Every Step
You'll know exactly where you stand and what to do next. No complex jargon or confusing financial terms.
Here's How We Help You Build a Better Retirement
We create a clear retirement roadmap that takes the guesswork out of your financial future. Our planning process helps you know exactly when you can retire, how much you can spend, and what steps to take next.
We focus on what matters most to you:
Dependable Income Strategy
Creating reliable retirement income from your investments that can last for decades.
Smart Social Security Planning
Making smart Social Security choices to maximize your benefits and coordinate with your other income sources.
Tax-Efficient Retirement
Managing taxes in retirement to help keep more of your money working for you.
Family Legacy Protection
Protecting your family with clear estate planning strategies that ensure your legacy wishes are met.
Healthcare Planning
Navigating healthcare decisions including Medicare options so you're covered for what's ahead.
Clear Guidance at Every Step
You'll know exactly where you stand and what to do next. No complex jargon or confusing financial terms.
Here's How We Help You Build a Better Retirement
We create a clear retirement roadmap that takes the guesswork out of your financial future. Our planning process helps you know exactly when you can retire, how much you can spend, and what steps to take next.
We focus on what matters most to you:
Dependable Income Strategy
Creating reliable retirement income from your investments that can last for decades.
Smart Social Security Planning
Making smart Social Security choices to maximize your benefits and coordinate with your other income sources.
Tax-Efficient Retirement
Managing taxes in retirement to help keep more of your money working for you.
Family Legacy Protection
Protecting your family with clear estate planning strategies that ensure your legacy wishes are met.
Healthcare Planning
Navigating healthcare decisions including Medicare options so you're covered for what's ahead.
Clear Guidance at Every Step
You'll know exactly where you stand and what to do next. No complex jargon or confusing financial terms.
Why Clients Trust Us
We've helped hundreds of families move into retirement over the last 20 years. Our job is to help you feel confident about your future.
We know retirement planning isn't just about money. It's about having the freedom to do what you want.
Maybe that's more travel.
Maybe it's helping your grandkids.
Maybe it's leaving something for your family.
No matter what it is - we give you honest advice to help you reach your achieve it.
When you call us, you'll talk to someone who knows your name and your story. Our whole team is here to help make retirement planning easier. That's how we think it should be.
Meet Our Team
Why Clients Trust Us
We've helped hundreds of families move into retirement over the last 20 years. Our job is to help you feel confident about your future.
We know retirement planning isn't just about money. It's about having the freedom to do what you want.
Maybe that's more travel.
Maybe it's helping your grandkids.
Maybe it's leaving something for your family.
No matter what it is - we give you honest advice to help you reach your achieve it.
When you call us, you'll talk to someone who knows your name and your story. Our whole team is here to help make retirement planning easier. That's how we think it should be.
Meet Our Team
Why Clients Trust Us
We've helped hundreds of families move into retirement over the last 20 years. Our job is to help you feel confident about your future.
We know retirement planning isn't just about money. It's about having the freedom to do what you want.
Maybe that's more travel.
Maybe it's helping your grandkids.
Maybe it's leaving something for your family.
No matter what it is - we give you honest advice to help you reach your achieve it.
When you call us, you'll talk to someone who knows your name and your story. Our whole team is here to help make retirement planning easier. That's how we think it should be.
Meet Our Team
Your Path to Retirement Clarity
A good retirement plan gives you confidence about your future. We make it easy with our simple three-step process.
Let's Talk
We start with a friendly chat about your retirement dreams and concerns. No pressure, no sales pitch. Just a simple conversation about what you want for your future.
Build Your Plan
We create a clear retirement plan that shows you where you stand and what steps to take next. You'll see how all the pieces of retirement fit together - from Social Security to savings to taxes.
Put Your Plan in Action
We help you make smart moves at the right time. As things change in your life or the markets, we'll update your plan. You'll never have to wonder if you're on track.
We're with you every step of the way. Getting started is easy - just schedule a friendly chat with our team.
Schedule a Conversation
Your Path to Retirement Clarity
A good retirement plan gives you confidence about your future. We make it easy with our simple three-step process.
Let's Talk
We start with a friendly chat about your retirement dreams and concerns. No pressure, no sales pitch. Just a simple conversation about what you want for your future.
Build Your Plan
We create a clear retirement plan that shows you where you stand and what steps to take next. You'll see how all the pieces of retirement fit together - from Social Security to savings to taxes.
Put Your Plan in Action
We help you make smart moves at the right time. As things change in your life or the markets, we'll update your plan. You'll never have to wonder if you're on track.
We're with you every step of the way. Getting started is easy - just schedule a friendly chat with our team.
Schedule a Conversation
Your Path to Retirement Clarity
A good retirement plan gives you confidence about your future. We make it easy with our simple three-step process.
Let's Talk
We start with a friendly chat about your retirement dreams and concerns. No pressure, no sales pitch. Just a simple conversation about what you want for your future.
Build Your Plan
We create a clear retirement plan that shows you where you stand and what steps to take next. You'll see how all the pieces of retirement fit together - from Social Security to savings to taxes.
Put Your Plan in Action
We help you make smart moves at the right time. As things change in your life or the markets, we'll update your plan. You'll never have to wonder if you're on track.
We're with you every step of the way. Getting started is easy - just schedule a friendly chat with our team.
Schedule a Conversation
How We Help You Create a Better Retirement
We believe retirement planning should give you confidence, not confusion. That's why we focus on the things that matter most to your future.
We help you pick the best time to take Social Security. We look at your pension options. We create a clear plan for your 401(k) and other investments. Then we turn all of this into steady retirement income you can count on.
We also help you avoid costly tax mistakes. We look at smart ways to handle your IRA withdrawals. We help you understand Medicare choices. And we make sure your estate plan protects your family.
You get a clear plan that covers all these pieces. But more than that, you get a team that truly cares about your future. We check in regularly, answer your questions promptly, and update your plan whenever life changes.
The result? You can stop worrying about retirement and start looking forward to it.
How We Help You Create a Better Retirement
We believe retirement planning should give you confidence, not confusion. That's why we focus on the things that matter most to your future.
We help you pick the best time to take Social Security. We look at your pension options. We create a clear plan for your 401(k) and other investments. Then we turn all of this into steady retirement income you can count on.
We also help you avoid costly tax mistakes. We look at smart ways to handle your IRA withdrawals. We help you understand Medicare choices. And we make sure your estate plan protects your family.
You get a clear plan that covers all these pieces. But more than that, you get a team that truly cares about your future. We check in regularly, answer your questions promptly, and update your plan whenever life changes.
The result? You can stop worrying about retirement and start looking forward to it.
How We Help You Create a Better Retirement
We believe retirement planning should give you confidence, not confusion. That's why we focus on the things that matter most to your future.
We help you pick the best time to take Social Security. We look at your pension options. We create a clear plan for your 401(k) and other investments. Then we turn all of this into steady retirement income you can count on.
We also help you avoid costly tax mistakes. We look at smart ways to handle your IRA withdrawals. We help you understand Medicare choices. And we make sure your estate plan protects your family.
You get a clear plan that covers all these pieces. But more than that, you get a team that truly cares about your future. We check in regularly, answer your questions promptly, and update your plan whenever life changes.
The result? You can stop worrying about retirement and start looking forward to it.
Contact us
Contact us by email, and we will respond shortly.
hello@pintailwp.com
Phone
Call us on weekdays from 9 AM to 5 PM.
+1 (222) 333 444
Office
Visit us at our office.
245 B Ave
Lake Oswego, OR 97034
Contact us
Contact us by email, and we will respond shortly.
hello@pintailwp.com
Phone
Call us on weekdays from 9 AM to 5 PM.
+1 (222) 333 444
Office
Visit us at our office.
245 B Ave
Lake Oswego, OR 97034
Contact us
Contact us by email, and we will respond shortly.
hello@pintailwp.com
Phone
Call us on weekdays from 9 AM to 5 PM.
+1 (222) 333 444
Office
Visit us at our office.
245 B Ave
Lake Oswego, OR 97034