Skip to content

Schedule a 15-min Complimentary Call

Client Login

Menu

Who We Serve
Our Team
In the Media
Webinars
Workshops
Client Login
Schedule a Meeting

Menu

×

Who We Serve
Our Team
In the Media
Webinars
Workshops
Client Login
Schedule a Meeting

Take Our Retirement Quiz

Step 1 of 2

50%

CAN YOU CHECK ALL 10 BOXES WITH CONFIDENCE?*
- Written income distribution plan
- Tax efficient distribution plan for your retirement accounts
- Know when to claim social security for yourself and your spouse
- Know how much money you will need each year when you retire
- Have a plan to maintain retirement income during Bear markets
- Have an Estate plan that has been reviewed within the last 3 years
- Know the best pension option to maximize your payments while still providing for your spouse
- If retiring prior to 65, you have a plan for major medical insurance coverage prior to Medicare
- After age 65, you know which Medicare and Supplemental options are the best for me.
- Your investments match your risk tolerance

Enter your information to access your score.
Name*
First Last
Phone Number*
Email*

Δ

Speak with an advisor
503.603.9900

Social Security Seminar – Tualatin, OR

Register For This Event

Location:

5916 SW Nyberg Ln
Tualatin, Oregon 97062

Date:

July 26

Time:

6:00 pm - 7:15 pm

Social Security Seminar – Tualatin, OR

Register For This Event

Name
First Last
Phone number*
Email*
Comments
This field is for validation purposes and should be left unchanged.

Δ

Contact Us

Phone: 503.603.9900
Fax: 503.305.8068
consultants@swansonfinancial.com

Our Location

4309 Oakridge Road
Lake Oswego, OR 97035
Get Directions

Connect

Privacy Policy | Terms of Use | Disclosures

Call Now Button