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Current company Tradewinds Wealth Management
Financial Services · 5 employees · Portland, Oregon, United States
TradeWinds Wealth Management is the premier resource for financial advice and retirement planning in the Portland area. TradeWinds helps employees with federal benefits understand the financial and non-financial factors that should be considered for retirement planning and investing. The firm has been successfully helping employees receiving federal benefits make the most of their retirement for over 15 years. TradeWinds Wealth Management takes its name from the steady winds that carried mariners around the world with regularity and confidence. The firm understands that while the path of investments is uncertain, there are persistent trends that can be the basis for successful financial advice. With built-in flexibility and adaptation, investment plans can mirror the TradeWinds and provide confidence in achieving the retirement outcome you’ve dreamt about and planned for. There are big questions, some financial and some related to lifestyle, that every pre-retiree should ask themselves: Do you want to fully stop working or perhaps stay busy with a new career, business, or volunteer work? Can you afford to retire now and if not now, when? What will your retirement days look like? Literally, what will you do? How will you pay for health and medical care? TradeWinds Wealth Management will help you answer all these retirement-related questions and more. Perhaps the biggest benefit offered by the firm is they know all the questions that need to be answered. TradeWinds believes strongly that understanding the ‘why’ behind any financial decision is the key to successful retirement planning and everyone sleeping better at night. Steadfast, prudent, creative, and compassionate, TradeWinds makes it easy for you to plan and successfully navigate the retirement process. Contact TradeWinds Wealth Management today with your questions and to find out when the next workshop is scheduled.