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Is a SEP IRA Right for You?

What it is: SEP IRA stands for Simplified Employee Pension Individual Retirement Account. The SEP was designed for small business owners to provide a retirement benefit for themselves and their employees. Similar to a traditional IRA, contributions are tax-deferred. Moreover, required minimum disbursements are made when the account holder turns 70 ½2. Unlike a traditional […]Read More

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As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534

 

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084

 

Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598