Retirement Planning Services

We can help to transform your savings into a renewable source of reliable income that can last you throughout retirement.  

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Calculate Your Retirement

Our financial calculators are designed to provide a general overview of what it takes to plan for a successful retirement.

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Tax Planning For Income

Our tax minimization strategies can help you avoid paying any more in taxes than you are legally obligated to. 

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Retirement Planning

We’ll help you plan and save for the retirement you’ve always envisioned, based on your specific goals
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Estate Planning

We'll help to ensure you have an effective estate plan in place to help protect your assets and loved ones... 

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Financial Planning

Our customized financial planning solutions can help you achieve your long-term financial goals...
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Tax Planning

You may leave behind a lot of things when you retire, but your tax burden isn’t one of them...
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Social Security

People tend to minimize the value of Social Security, but Social Security benefits can be much more...
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Rollover IRA

When it comes to growing your money over the long-term, studies have shown that tax advantage...
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Preview our short video which illustrates some important facts about saving for retirement. By understanding how certain patterns tend to repeat themselves in the financial markets, you’ll be better prepared to focus on strategies that can help you avoid damaging losses. If you like what you see, you can sign up to watch the other videos in our financial education series.

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Click below to schedule a no-obligation consultation. With one quick call or meeting, we can help to determine if you’re on the right path to enjoying the retirement of your dreams. If not, we can help you make the necessary adjustments.

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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Rothermel Financial Services, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Rothermel Financial Services, LLC and Sound Income Strategies, LLC are not associated entities.

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205 Southeast Spokane Street, #340 Portland, OR, 97202

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You can also call us directly at (503) 730-8644