Creating Confidence with Holistic Strategies
Our sole focus for more than 25 years has been to help people successfully navigate the transition into retirement. We’ve done so by creating and executing a plan for dependable income regardless of what the world delivers, and holistically addressing issues of health insurance, tax efficiency and long-term prosperity.
See Your Future Clearly with Retirement Education
Our clients find confidence with a plan for working toward their goals. They never feel like an account number: instead, we forge partnerships built on trust, transparency and communication. We prioritize education as a part of the process so clients feel confident that they’re receiving unsurpassed investments and advice.
Meet Ryan
Ryan entered the financial services industry working with his father, Phil, in 1997. From 2006-2009, Ryan worked for an over 100-year-old insurance company in Utah in its advanced planning division. While there, he consulted the company on various issues, including: compliance, product design, marketing, and rewriting of financial contracts to bring them in line with current tax codes. He was highly sought after to present training classes that he developed for life insurance agents, financial advisors, CPAs, and attorneys on issues: integrating financial vehicles into estate strategy techniques, income and tax strategies for retirees, and understanding how various insurance products work.
Upon returning home to Washington and J & S Retirement, Ryan has continued to develop and present classes for CPAs and attorneys in Oregon and Washington. Ryan currently holds an insurance license in Oregon, Washington, and various other states. He resides in Camas, Washington, with Andrea, his wife of 13 years, and their four children.
Keep More of What You Earn with Our Tax-Smart Perspective
Owning our own tax practice that focuses on helping retirees lessen their income tax burden allows us to bring a tax-intelligent perspective to every retirement plan. This helps us create strategies that may help you reduce your tax liability, including the taxation of your Social Security. Ultimately, our goal is to empower you to keep more of what you earn and leave behind a more substantial legacy for your family, helping them benefit from your hard work and planning.
