Menu

• Retirement Planning
• Asset Protection
• Tax Planning
• Long Term Care
• Estate Planning
• Income Planning
• Medicare

Contact Us:

        Erik Bloomfeldt
Contact us:
Ltc.erik@comcast.net
509-624-3516

Retirement Planning

Asset Protection

There are multiple strategies and tools that may be integrated into your financial plan to protect your assets. Northwest Retirement Resource Group can help you
select and refine the appropriate asset protection and asset diversification strategies for your financial needs. Your plan should include a legal will, powers of attorney,
an estate plan, and potentially a trust - all of which will help you keep more of your hard-earned money and pass on more of your assets to your heirs (rather than the IRS).

Tax Planning

With every year that passes, so does a new April 15th tax deadline. Northwest Retirement Resource Group's tax planning specialists understand the importance of
making sure you take advantage of all the tax deductions and exemptions available to you. Northwest Retirement Resource Group can work directly with your CPA
to make sure you are not overpaying taxes, and that your financial portfolio is organized in the most tax-advantageous manner possible.
We can assist you with lowering your taxable income while increasing your spendable income. We also provide consultation on capital gains deferral, income tax reduction, compound-interest strategies and more.
IRA Legacy Planning
IRA legacy planning is an important planning strategy that helps secure how you will pass along your hard-earned retirement savings to your family and/or friends upon your passing, giving your accounts protection from the IRS. Northwest Retirement Resource Group can show you how to leave a legacy to your children, grandchildren, and great-grandchildren, with very little tax due.

Long Term Care

Northwest Retirement Resource Group can assist you and your family with long-term care planning. Perhaps you don't need long-term care today;
but being prepared for a long-term illness now can alleviate stress and associated costs in the future, whether you purchase long-term care insurance or not.

Estate Planning

Planning how to properly protect, preserve, and pass along your estate to your heirs is one of the most vital components of your overall financial wellbeing.
Northwest Retirement Resource Group will work with you to customize a strategy to meet your long-term goals and needs. Whether you are trying to minimize
the impact of taxes or simply guarantee your heirs will receive what you originally planned, Northwest Retirement Resource Group will work with you in planning today,
and with your heirs in executing future strategies.

IRA Legacy Planning
IRA legacy planning is an important planning strategy that helps secure how you will pass along your hard-earned retirement savings to your family and/or friends
upon your passing, giving your accounts protection from the IRS. Northwest Retirement Resource Group can show you how to leave a legacy to your children,
grandchildren, and great-grandchildren, with very little tax due.

Trusts
Living trusts allow you to retain control of the trust while living, pass on guardianship if ever you become incapacitated or unable to make decisions for yourself,
and eventually transfer the trust onto your heirs without the hassle of probate. Should you wish to integrate this simple method of passing your estate to your loved ones,
please contact Northwest Retirement Resource Group to learn more or to schedule an appointment with our estate planning experts.

Life Insurance
Life insurance is an estate planning tool that can be used to provide your family with the financial security they will need in the event of you or your spouse's passing.
Whether you look to give your family an immediate source of income or to reconcile your outstanding debt, Northwest Retirement Resource Group can assist you in
adding a life insurance component to your estate portfolio.

Probate
Also known as the process of proving a will to be true, probate requires that your estate, assets, and debt become finalized under legal supervision.
Probate can be a lengthy, complicated, and burdensome process for your heirs. Northwest Retirement Resource Group may assist you in mitigating this process by applying probate estate planning strategies to your financial portfolio.

Charitable Giving
Charitable giving is not only a gracious act - in that you're doing good for others - but can also be considered "doing good" for your financial wellbeing.
Northwest Retirement Resource Group can help you integrate a charitable giving strategy into your portfolio, and thus help you minimize your estate and income taxes.

Income Planning

The fear of outliving your retirement savings can be alleviated by proper income planning with Northwest Retirement Resource Group . Our income planning specialists
can help you evaluate your current financial situation and develop a plan to help protect and preserve your retirement savings. Our specialists can also assist in planning
for the distribution of your retirement savings, ensuring that your retirement accounts will last throughout your retirement years.
With proper planning, Northwest Retirement Resource Group can help you secure the same quality of life, or better, throughout your retirement.