Enjoy Retirement

Enjoy

Starting your retirement the right way

0 %

of Americans said their greatest fear is outliving their retirement savings.

Withdrawing During Retirement

One of the most critical pieces of the puzzle is to figure out how much you can take out of your retirement account so that you can rely on a  predictable and stable income throughout your retirement. We seek to achieve this by using a sound investment strategy and working as a team with your other trusted advisor, such as your CPA.

Social Security

When to start a strategy that makes sense for you.

Social security is an important source of income throughout your retirement. This is why we offer our clients an annual social security and medicare seminar, so that you can make an informed decision on when to start your social security and which option is best suited for you. 

Working as a team with your trusted advisors.

We understand that over the years you may have created relationships with other professionals like a Certified Public Accountant (CPA) and an Estate Planning Attorney, and we want to be respectful of these relationships. At JPS Newton, we value their knowledge and their input and we will work together with your other trusted professionals so that our plan takes into consideration the work that you have done with them.

If you haven’t had the time to create your team, we will provide you with the resources necessary to build it.

Working as a team with your trusted advisors.

We understand that over the years you may have created relationships with other professionals like a Certified Public Accountant (CPA) and an Estate Planning Attorney, and we want to be respectful of these relationships. At JPS Newton, we value their knowledge and their input and we will work together with your other trusted professionals so that our plan takes into consideration the work that you have done with them.

If you haven’t had the time to create your team, we will provide you with the resources necessary to build it.

Working as a team with your trusted advisors.

We understand that over the years you may have created relationships with other professionals like a Certified Public Accountant (CPA) and an Estate Planning Attorney, and we want to be respectful of these relationships. At JPS Newton, we value their knowledge and their input and we will work together with your other trusted professionals so that our plan takes into consideration the work that you have done with them.

If you haven’t had the time to create your team, we will provide you with the resources necessary to build it.

Our Upcoming Seminars
Cybercrime: What You Should Know & How to Protect Yourself
According to the Federal Trade Commission (FTC), identity theft is...
Who’s on Your Dream Team?
As you go through life, it’s wise to create a...

Find out how we can make a difference

in your financial life

At JPS Newton, we aim to help you achieve your financial vision and tailor your financial plan to your specific needs.

Find out how we can make a difference

in your financial life

At JPS Newton, we aim to help you achieve your financial vision and tailor your financial plan to your specific needs.

Visit Our Offices

office location
7180 SW Fir Loop
Suite 200
Tigard, OR 97223
Phone

(971) 340-4832