A personalized retirement “Projected Income Analysis” which will assist answering questions like, “How much income will I receive from my Pension, Social Security, and my personal investments and will I have enough income to retire comfortably?”
Preparing for your upcoming retirement can become complicated and overwhelming quite quickly. It doesn’t need to be for you.
Rodney Ostlund can help you define what your needs are and give you a clear path to pursuing your financial goals.
LPL Financial Corporation, a Fortune 500 Company and the #1 Independent Broker/Dealer in the country, believes thoughtful and detailed planning can help you create a life and a future that you enjoy.
Both in the near term and in the future as well.
Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States. No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021)
I help school teachers and school employees take charge of their financial future. Over the last 23 years, our team has helped thousands of employees in the education field all across the Puget Sound region plan and prepare for their upcoming retirement or separation from service. Whether you’re still in Plan 2, or moved to Plan 3 several years ago, navigating the state’s website and managing your investment portfolio can be stressful and overwhelming. It doesn’t need to be. Put our experience to work for you so you can relax and enjoy the activities that you’ve worked so hard and prepared for over your working years.
My model is quite different from the standard model of most financial professionals in the industry. After many years of the fancy office suite and I-5 commute, those days are in the past. Since Covid brought us a new model for running our offices 3 years ago, I now work from my home office suite full time and love it. The result has increased productivity, simplified the process, and day-to-day operations are much easier and more accessible for my clients.
You have the power to choose what is the easiest way to start your process. Just click the “Book a Consultation” button and you make the call. Huddle up for a quick virtual call or come meet after school and have a cup of coffee. You will be emailed a pre-retirement checklist of what to gather for your initial consultation, and of course it’s complimentary. Be sure and scroll down to view the 8 “Services we provide” and see if any of them may benefit you.
Thank you for taking the time, and as always, thank you for what you’ve done for kids over your career. Your impact will last a lifetime.
Services we provide
A “Retirement Distribution Plan” that budgets monthly expenses during your retirement years, while leaving part of your portfolio invested for potential growth to hedge inflation.
A “Pre-Retirement Checklist” for those within a 2-5 year window of retiring or separating from service with the State of Washington.
An “Early Retirement Assessment” to see how retiring or separating from service early may impact your retirement.
A “Mid-Career Tax-Free Savings Plan” for those wanting to save outside of your Plan 2 or Plan 3 pension plan. Learn the power behind saving in a tax-free retirement plan through your school district.
A personalized “Risk Tolerance Assessment” to address your risk exposure and if your allocations are in line with your current risk tolerance.
Learn the “Right Time to Draw Social Security” and the advantages associated with making the right decision for your situation.
Learn the “Compounding Effect of Dollar Cost Averaging” by saving early in a flexible tax-free retirement investment that could help you retire or separate from service as early as age 55.
Our Team
