Retirement Planning in Beaverton, OR

Planning for retirement isn’t just about numbers—it’s about creating the freedom to live life on your terms. In Beaverton, our advisors craft strategies that balance income, investments, and tax efficiency. With step-by-step guidance, we help secure your financial future and keep your lifestyle goals within reach.

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Eliminate the Surprises That Threaten Your Retirement

Many retirement plans fall short because they miss critical details. Our Beaverton-based advisors help you prepare for the risks that matter most:

  • Income Gaps: We map out when and where your income will come from so you never face uncertainty.

  • Tax Burden: Smart withdrawal strategies designed to minimize Oregon and federal tax liabilities.

  • Healthcare Costs: Medicare planning and long-term care solutions tailored to your budget and lifestyle.

  • Market Volatility: Diversified portfolios that balance growth and stability through every market cycle.

A Smarter Approach to Retirement Planning in Beaverton

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Retirement isn’t just a number—it’s a lifestyle decision. At NRW Advisors, we design retirement plans for Beaverton residents that bring your full financial picture into focus and align every choice with your personal goals.

From dependable income streams to smart healthcare decisions, our planning gives you clarity, confidence, and the freedom to enjoy what matters most in life.

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Smart Strategies. Secure Futures.

We focus on delivering results that matter most for Beaverton families and individuals preparing for retirement:

  • Retirement Income Clarity

  • Tax Efficiency

  • Healthcare Confidence

  • Aligned Investments

  • Flexibility for Life’s Changes

Simple pricing with no surprises.

Our annual wealth management fee is all-inclusive of our services.

No hidden fees. No hourly fees. No surprises.

Fee* Investment Assets
0.90% $0 - $1,000,000
0.80% $1,000,000 - $2,000,000
0.70% $2,000,000 - $3,000,000
0.60% $3,000,000 - $4,000,000
0.50% $4,000,000 - $5,000,000
0.40% $5,000,000 - $6,000,000
0.30% $6,000,000+

*$12,000 minimum annual fee

FAQs about Retirement Planning
 in Beaverton

  • The amount varies depending on your lifestyle, healthcare expenses, and housing. In Beaverton, our advisors create personalized retirement projections that factor in Oregon’s cost of living, property taxes, and future inflation.

  • The sooner, the better. Starting in your 30s or 40s provides greater flexibility, especially for professionals in Beaverton’s tech, healthcare, and local industries. Even if you begin later, strategic planning can still make a meaningful difference.

  • Yes. For example, Oregon does not tax Social Security benefits, but other retirement income sources may be taxable. We help you design tax-efficient withdrawal strategies to reduce both state and federal liabilities.

  • Healthcare is often one of the largest costs. From Medicare premiums to long-term care, we help Beaverton residents plan ahead by accounting for Oregon’s healthcare costs and local resources.

  • Early retirement is dependent on many factors, but is possible for many with careful saving and planning. We evaluate your income sources, cost of living in Beaverton, and healthcare needs to build a roadmap that makes retiring early a realistic and confident choice.

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The Psychological Side of Retirement

Retirement is a major life shift, and financial preparation is only one part of the equation. The emotional transition can be just as challenging.

We draw on insights from psychological research and behavioural finance to help clients prepare for changes in identity, purpose, and routine. Your plan includes not only the numbers, but also guidance for building a meaningful next chapter.

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Four Steps to Lifelong Confidence

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Our retirement planning framework gives you structure without complexity

1

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Discovery

Understand your goals, assets, and lifestyle vision.

Design

Build your customised strategy across income, taxes, investments, and healthcare.

2

Implementation

Execute your plan and coordinate with other financial professionals. 

3

Ongoing Review

We adjust your plan as your life or the law changes.

4

Success Story

Fearful to Fearless: A Millionaire Transformation

After the 2008 Financial Crisis, Allison sat in cash for a decade, watching one of the biggest bull markets in history from the sidelines. With less than $600k and retirement looming, her dream of becoming a millionaire seemed impossible.

That's when she decided to trust us with her future.

She considered living abroad to lower her cost of living, but it would require a vibrant West Coast dance community—her favorite pastime. We enlisted a world champion dancer and international dance judge, and identified Lisbon, Portugal, as the perfect destination.

Using our evidence-based investment approach and providing crucial behavioral coaching during market volatility, we helped Allison stay the course. The result? Her portfolio more than doubled. Today, she's living her dream retirement in Portugal—a millionaire dancing her way through her golden years.

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Waiting Has a Cost. Planning Creates Freedom.

The longer you delay retirement planning, the fewer options you have. Starting early gives you more control over:

  • Your retirement age

  • Your lifestyle choices

  • Your tax exposure

  • Your healthcare strategy

Let’s Build a Future You Can Rely On!

Retirement should be a reward, not a source of uncertainty. We help you build a resilient strategy that balances growth, security, and flexibility so you can enjoy the years ahead.