Investments & Retirement

Investments & Retirement

What can our advisors help you with?

Managing your financial portfolio can be a full-time job. That’s why many people decide to turn to a financial advisor for direction and advice on managing their funds. There is a lot you need to know to make informed investment decisions. Our goal is to make investing and retirement insurance selection an enjoyable, easy, and educational process for Oregonians. Our advisors can counsel you on the following areas:


  • Asset Allocation
  • Wealth Management
  • Portfolio Optimization
  • Financial Planning
  • Risk Management
  • Retirement Planning
  • Education Planning
  • Charitable Legacy Planning
  • Business Succession Planning
  • Estate Conversion
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The Values of a Financial Advisor

Industry Knowledge

Unless you work in the financial industry, chances are you aren't always up to date with investment best practices and trends. Having a financial advisor can help you make smart investment moves given their industry knowledge of successful strategies.

Experienced Professional

Do-it-yourself investing can be time consuming and deliver unfavorable results. It's helpful to have an experienced professional on your side who does this for a living and can be an asset to you.

Financial Coach

The role of an advisor is to hear your investment and retirement goals and concerns and offer objective feedback to help get you there. They can be your financial coach from 401k planning all the way to saving for your children's college funds.

The Insurance Lounge Difference

Why Invest with Us?

Insurance can protect you against unexpected costs. Investment and retirement planning is another crucial strategy to set you up for financial success. We partner with trusted financial advisors to bring you holistic solutions that meet your financial goals from 401k planning to life insurance. At Insurance Lounge, our agents aren't paid on commission creating an atmosphere where you are not pressured to choose a product that may not be a right fit for you. You are our priority.

Our Retirement & Investement Planning Process

Investing wisely requires an in-depth understanding of financial markets, along with a clear picture of your financial situation and the reality of your current and retirement goals. To start, we'll ask for the details of your current assets and debt. From there, we will need a list of your major anticipated expenditures such as real estate, education, and retirement. The collection of this information will help your financial advisor determine the service mix that will be right for your individual situation and your risk tolerance.

One Stop Insurance Shop

Insurance Lounge is your ultimate source of information about the financial planning solutions available on the market today and more. We work with some of the most reputable financial services firms in the country to bring you competitive choices for all your financial planning needs. We also offer insurance advice on:

  • Auto Insurance
  • Home Insurance
  • Health Insurance
  • Life Insurance
  • Business Insurance

Locations Served

We proudly serve the following Oregon communities and their surrounding areas:

Beaverton Financial Planner: Located on 11835 NW Cedar Falls Dr Ste 115, our office is in the Timerland Town Center off of NW Barnes road.

Grants Pass Financial Planner: Grants Pass hosts our headquarters from over 30 years ago. We are located on 1221 Northeast 7th Street off of highway 99.

Lake Oswego Financial Planner: Located on 4859 Meadows Rd Ste 155, our Lake Oswego store was our first presence in the Portland area. After our expansion in Lake Oswego we decided to open another store in Beaverton.

Medford Financial Planner: Medford is the home of our second oldest location. We recently moved our office to 151 Rossanley Drive near Rogue Valley Mall.

Please call or visit any of our Oregon locations for a free financial consultation. We look forward to working with you!