
Understanding Risk
When retirement happens, and what one does after, is as varied as each individual. What is certain is that smart planning before, and careful management during retirement, can have a great influence on your financial picture throughout these years. Whether you are already retired, approaching the day, or still years away, helping you live well during this time of your life is at the heart of what we do.

Asset Allocation
It’s never too early, or too late, to plan for your retirement. In fact, the closer you get to retirement, the more likely you’ll feel the need to have greater control over the wealth you’ve accumulated. Our skilled financial counselors can help map a plan to focus your retirement goals. If appropriate, we can create customized portfolios with asset allocations that balance continued capital accumulation with the wealth protection you’ll need to retire as securely as possible. While many financial institutions may claim to do the same thing, few provide the personalized attention and tailored approach you’ll find at Northwest Investment Counselors.

Needs Assessment
Many people reach retirement with a collection of mutual funds, 401K savings accounts, and independent equity portfolios. They find it advantageous to look at the entire picture to assure the right amount of current income and asset growth while protecting from unnecessary risk and management fees. Northwest Investment Counselors can help achieve this. Our specialized asset allocations will create the balance you need to feel secure that your accumulated wealth is not only safe, but growing for as long as you’ll need it.
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