Free Retirement Planning Resources From the Lettin Wealth Team

Download

Replacing Your Income

A plain-English worksheet guide for anyone who wants to understand what their retirement income target should be and what size portfolio is needed to generate it. A good starting point if you're earlier in the planning process and want to get organized before your first conversation.

Click Here to Download

Download

Replacing Your Paycheck

A step-by-step workbook for calculating exactly how much monthly income your savings can sustain in retirement. Built around the 25/4 Rule and the three Must-Have Accounts, with worksheets you can fill out and adjust as your situation changes.

Click Here to Download

Book cover reading “Replace Your Paycheck Workbook” with blue money icons and Robert Lettin author name.

Download

Why Not You!

Robert Lettin's introductory guide to the Replace Your Paycheck philosophy — written for anyone who has wondered whether a comfortable retirement is actually within reach. A quick, motivating read that lays the groundwork for everything the workbook builds on.

Click Here to Download

Contact Us

(503) 925-0554

info@lettinwealth.com

17685 SW 65th, Suite 500

Lake Oswego, OR 97035

Locations We Serve

We've been serving pre-retirees and retirees in Lake Oswego, Portland, and the Bridgeport and Tigard area since 1987. Wherever you are in the greater Portland metro, we're close by and ready to talk.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions, nor is it intended to be a projection of current or future performance or an indication of future results. Opinions expressed herein are solely those of Lettin Wealth Management Group, Inc. and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

Advisory services are offered by Lettin Wealth Management Group, Inc., a Registered Investment Adviser in the State of Oregon. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any state other than the State of Oregon or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Links to Other Sites: The inclusion of any link is not an endorsement of any products or services by Lettin Wealth Management Group, Inc. All links have been provided only as a convenience. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. Lettin Wealth Management Group, Inc. and its officers and employees do not warrant the accuracy, reliability, or timeliness of any information published by external sites, nor endorse any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on their information. Any person or entity that relies on any information obtained from these systems does so at their own risk.

Disclosure on Services: Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance level. No client or prospective client should assume that any discussion on this site serves as the receipt of, or a substitute for, personalized advice from a qualified investment professional. Lettin Wealth Management Group, Inc. is neither a law firm nor an accounting firm, and no portion of the website content should be interpreted as legal, accounting, or tax advice.

Privacy Policy