Retirement

What does retirement mean to you?

Does your personal retirement plan include travel, a new business, or a vacation home? Let us help.

  • JGC’s team of tax-smart, experienced planners will help you make the most of your retirement program, whether you have personal retirement accounts, a 401(k), or Oregon PERS retirement benefits.

  • Good people are essential to successful companies. The right retirement plan for your business can help you both attract and retain quality employees, while helping you meet your financial and tax goals. We can help you design, implement, manage assets, and deliver ongoing administration for whichever plan you choose.

  • It’s time to choose the right plan. When you’re in charge, choosing the right Oregon self-employed retirement plan is important. The type of business you own, average salaries and ages, number of employees, seasonality, and other factors all affect your options. We’ll get to know you, your life, your work, and your goals to find the best fit. You’ll be on the path to the retirement you’re looking for.

Financial Planning

What is the future you want?

A thoughtful, personal financial plan can help you get there.

  • With our tax-savvy professionals at the helm, we can support you in growing your nest egg, building out retirement goals, and planning for your estate needs.

  • Whether Oregon PERS or Social Security, we will plan with you to get the most from your benefits. Inquire about our Social Security analysis today.

Asset Management

Wealth management for real people.

Let us help you grow and protect your nest egg.

  • We will work to invest your nest egg sensibly for growth and the best tax advantage, helping you determine asset allocation, asset location, with a focus on greater tax efficiency.

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.