A career teacher certainly can appreciate the need for focus and planning to learn a subject. All too often understanding finances can be confusing and create frustration. The role of a financial advisor is to offer a clear understanding and help guide a client to achieve their goals.
Our clients include professors at OHSU, Portland Community College, and educators in the Portland, Beaverton, and Hillsboro school districts.
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Bill and Jodi came to us as referrals from other clients. Bill was an elementary school teacher, and Jodi was self-employed. They hoped to retire in five years. Bill had been saving through much of his career into a 403(b). He also had his PERS and IAP accounts. Jodi’s business had been making regular contributions to her SEP-IRA. In retirement, they wanted to be able to visit their sons, who live out of the area, on a regular basis. They also wanted to explore the possibility of moving to a warmer and drier climate at retirement.
When working with clients in situations such as Bill and Jodi’s, we work together to identify and implement options such as:
This case study is hypothetical. It does not reflect a specific client or situation. An individual client’s circumstances and results will vary. This case study is presented only as an example and is not intended as investment advice.