Welcome to Pacific Northwest Retirement Planners

Your Valued Partner for Financial Independence

Founded in 1977 and located in Bend, Oregon, we are a family-owned, independent financial advisory firm dedicated to helping individuals and small businesses in the Pacific NW Oregon, Washington, and Southeast Alaska pursue their financial goals.

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Our Client-Centric Approach

At Pacific Northwest Retirement Planners, we believe in building strong, long-term relationships with our clients. Our fee-based model aim to ensures that our interests are aligned with yours, without the influence of hidden commissions. We offer personalized financial planning, investment management, and retirement plan services tailored to your unique needs and aspirations.

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Professional Guidance, Personalized Strategy

Whether you're planning for retirement, navigating a career transition, or managing your business's financial future, we provide clear, actionable advice. Our team of experienced professionals is committed to helping you:

  • Develop a comprehensive financial plan
  • Seeks to optimize your investment portfolio
  • Manage your retirement
  • Preserve and manage your business
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A Legacy of Trust

For over four decades, we've helped countless clients pursue financial freedom and confidence. Our partnership with LPL Financial provides access to a wide range of investment products and services to address your evolving needs.

Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to address your objectives.
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Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
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Small Business Retirement Plans

The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan.
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Our Team