Retirement

What does retirement mean to you?

Does your personal retirement plan include travel, a new business, or a vacation home?

We’ve all seen the photos on the investment brochures: Tan, 60-something couples on the decks of yachts, playing tennis or sipping wine overlooking a sweeping vineyard. Is this how you picture your successful retirement?

Few of us do, which is why it can be so challenging to start a personal retirement plan. How can you prepare for your future with so many unknowns? How do you navigate changes in your family, financial markets, and your dreams and still stay on track? How do you prepare for financial downturns and hard-to-follow tax laws?

As a financial advisor, Mark Vermillion, CFP® considers business and personal assets when planning.

Develop a sensible personal retirement plan

You’ll find we’re approachable, down-to-earth retirement investment advisors. Let’s work together on a real-life personal retirement plan that reflects your dreams and goals.

JGC Wealth Management’s team of experienced planners in Salem/Keizer will help you:

  • Make the most of your employer-provided retirement program, including your 401(k) or Oregon PERS retirement benefits.
  • Get the most from your monthly contributions by choosing the right mix of investments for your personal retirement plan.
  • Determine your risk tolerance, so you’re balanced even during tough market conditions.
  • Make the most of your Social Security benefits, ask about our Social Security Analysis and Report.
  • Create a personal retirement plan you can live with, even if you’re self-employed or can’t take part in an employer-sponsored retirement plan.
  • Respond to changes in the market, your family, or your health.
  • See how all your assets fit together, including your home and business, so it all works for you in retirement.

Here is a list of information to gather and bring to your first appointment

  • Retirement Lifestyle Workbook
  • Last three year's tax returns
  • Bank and investment account statements
  • Social Security and Oregon PERS statements
  • Loan and credit card statements
  • Life, disability, and long-term care insurance information.
  • Estate planning documents (will, trust, power of attorney, medical directives)

Interested?

meet your team

Oregon PERS

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