Northwest Financial Solutions

Specialties

When it comes to planning for your future and retirement years, there’s nothing small about it. You’ve got a big picture in mind.

If you’ve ever worked directly with a large investment company, mega life insurance companies or a financial planner from one of these places, you understand that they also have a big picture in mind… theirs. Why? More often than not, they’re only able to offer you the products and services that the company has available, or that they’re chasing a sales quota on.

Whether looking to deal with a 401(k) rollover, re-​evaluate your life insurance coverage, address estate planning or formulate financial planning that includes a retirement plan, asset allocation, and everything you need to have in place to focus on your big picture, there’s really only one asset you need: Northwest Financial Solutions.

When you work with Northwest Financial Solutions (NWFS), you’ll be working with a true partner who places your big picture ahead of their own.

History

Established in 1998.

For more than 30 years Vern (a.k.a. The Retirement Guy) has been proving himself a valuable asset to clients throughout northwest Oregon.

He began a long career of providing peace of mind to clients in 1976 when he earned his insurance license, offering life insurance, disability insurance and health insurance products, including the areas of retirement planning, estate planning, business insurance and corporate pension plans. In 1998 he enhanced his ability to help people plan for their future by earning his securities license. It was also that year that he began working as an independent financial advisor with Planned Dollar Concepts. In January of 2008 Vern launched Northwest Financial Solutions with the goal of providing an even higher level of client focus and service. Vern is licensed to sell stocks, bonds, mutual funds, IRAs, 401ks, variable annuities, REITs (Real Estate Investment Trust), gas and oil LLPs and is also licensed to provide professional money management services

Meet the Business Owner

Vern H.

Business Owner

For more than 30 years Vern (a.k.a. The Retirement Guy) has been proving himself a valuable asset to clients throughout northwest Oregon.

He began a long career of providing peace of mind to clients in 1976 when he earned his insurance license, offering life insurance, disability insurance and health insurance products, including the areas of retirement planning, estate planning, business insurance and corporate pension plans. In 1998 he enhanced his ability to help people plan for their future by earning his securities license. It was also that year that he began working as an independent financial advisor with Planned Dollar Concepts. In January of 2008 Vern launched Northwest Financial Solutions with the goal of providing an even higher level of client focus and service. Vern is licensed to sell stocks, bonds, mutual funds, IRAs, 401ks, variable annuities, REITs (Real Estate Investment Trust), gas and oil LLPs and is also licensed to provide professional money management services