Financial Planning
What is the future you want? A thoughtful, personal financial plan can help you get there.
Comprehensive Retirement Plan
What is the future you want? A thoughtful, personal financial plan can help get you there.
A Comprehensive Retirement Plan includes:
Professional consultation and recommendations to maximize your retirement income.
Meeting to understand goals and dreams
Analyze and review current situation
Factor in inflation, earnings, taxes
Includes Social Security and PERS analysis, plus investment analysis.
Personalized reports and professional recommendations in many areas including estate, insurance, budget, etc.
Fee: Typically $2,500-$5,000 depending on complexity. Discounted for asset management clients.
There is no charge for your first consultation . We look forward to working with you to create the future you envision.
Maximizing Your Government Benefits
Whether Oregon PERS or Social Security, we will plan with you to get the most from your benefits.
We don’t have to tell you that navigating through government pension and Social Security benefits can be confusing. Let us help you make sense of your options.
Inquire about our Social Security analysis today. A Social Security analysis includes:
Professional meeting to understand plan for retirement dates and income.
Analyze and review current situation
Personalized reports and professional recommendations for projected Social Security earnings and the best strategy for your situation.
Fee: Typically $500, depending on complexity. Discounted for asset management clients.
What to bring to your first appointment:
● Retirement Lifestyle Workbook
● Last three years’ 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)
Contact us today
JGC Tax & Wealth Management (“JGC”) is an investment advisor registered with the US Securities and Exchange Commission. JGC provides wealth management services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship and have been provided a copy of JGC’s Client Relationship Summary and ADV Part 2A brochure document. The information contained on this website is provided for informational purposes only, is not complete, and does not contain material information about making investments in securities including important disclosures and risk factors. Under no circumstances does the information on this website represent a recommendation to buy or sell stocks, bonds, mutual funds, exchange-traded funds (ETFs), other securities, or investment products. Prior to taking any action, all investors are encouraged to consult with the appropriate professionals before implementing any investment, tax, and legal strategy.
All accounting and tax related services are provided separately through Johnson Glaze & Co., an affiliated accounting firm. Johnson Glaze & Co. accounting and tax services are separate from the wealth management advisory services. Investment advisory clients are under no obligation to engage Johnson Glaze & Co.