Welcome to Pacific Northwest Retirement Planners
Located in Portland, Oregon, PNWRP is an independent financial advisory firm offering custom investment strategies based on their ability to meet clients’ needs. As a fee-based financial services company we have the freedom to choose which investment products are best for our clients without regard to hidden incentives. Our services include long-range financial planning, mid-career strategizing, and counseling towards retirement.
For small employers, we provide consulting, plan review and full third party administration support for 401(k) and other types of defined contribution retirement plans. These services are provided by our parent company, Employee Benefit Design, Inc.
We work with both our individual and qualified retirement plan clients to evaluate their current situation, develop sustainable goals and provide a written investment policy statement containing specific strategies and a course of action that is regularly updated.
"Planning is bringing the future to the present so you can do something about it now!"