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Phone » 503.924.5055

Fax » 503.924.5590

Toll Free » 877.266.5800

Pacific NW Retirement Planners

"Planning is bringing the future to the present so you can do something about it now!"

503-924-5055
bill.smothers@kmsfinancial.com

Welcome to Pacific Northwest Retirement Planners

Located in Portland, Oregon, PNWRP is a 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!"