Retirement Planning

Sound advice from our professionals

Part of the motivation to own a successful business is to reach the dream of an equally successful retirement. Give that gift to yourself and your employees by mapping out a strategy with one of our retirement planning professionals.*


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


Our team can help you with:

  • 401(k) and 403(b) consulting
  • SEP and Simple IRAs
  • Small business retirement planning
  • Potentially accumulate more retirement income
  • Create strategies for pursuing a comfortable retirement
  • Diversify your financial portfolio
  • Profit sharing plans
  • Help keep inflation from diminishing your spending power
  • Manage your risk

Have questions?

Want to learn more about our retirement planning options? Let's connect!

*Securities offered through Securities America, Inc., member FINRA/SIPC.  Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). PFG Advisors, OCCU Investment Services, Oregon Community Credit Union and Securities America, Inc. are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
Not NCUA Insured • No Credit Union Guarantee • May Lose Value
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Member FINRA/SIPC . FINRA registered branch office location: 2890 Willamette Street, Eugene, OR 97405