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RETIREMENT

NON-QUALIFIED

DEBTS

BEST DESCRIBES CURRENT GOALS

LOOKING FOR FINANCIAL ADVISOR

ALREADY HAVE A FINANCIAL ADVISOR

NOT LOOKING TO WORK WITH A FINANCIAL ADVISOR

UNSURE

FINANCIAL GOALS & CONCERNS

INSURANCE & RISK MANAGEMENT

TAX PLANNING

CASH FLOW & BUDGETING

HEALTH CARE IN RETIREMENT

RETIREMENT INCOME

CONSIDERING RETIREMENT IN UNDER 5 YEARS

EDUCATION PLANNING

ESTATE & LEGACY PLANNING

OTHER

spouse/PARTNER

RETIREMENT

NON-QUALIFIED

DEBTS

BEST DESCRIBES CURRENT GOALS

LOOKING FOR FINANCIAL ADVISOR

ALREADY HAVE A FINANCIAL ADVISOR

NOT LOOKING TO WORK WITH A FINANCIAL ADVISOR

UNSURE

FINANCIAL GOALS & CONCERNS

INSURANCE & RISK MANAGEMENT

TAX PLANNING

CASH FLOW & BUDGETING

HEALTH CARE IN RETIREMENT

RETIREMENT INCOME

CONSIDERING RETIREMENT IN UNDER 5 YEARS

EDUCATION PLANNING

ESTATE & LEGACY PLANNING

OTHER

Contact

PO Box 1074

Gresham, OR 97030

Tel: 971-203-0600

Fax: 503-907-8341

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Securities and Advisory services offered through GWN Securities, Inc. Registered Investment Advisor.

11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700 Member FINRA/SIPC.

Ryan Financial Solutions, Security Benefit/NEA and GWN Securities, Inc. are non-affiliated companies

Ryan Financial Solutions and its representatives do not represent, nor are they affiliated with the Oregon Public Employees Retirement System (PERS), or the Fire & Police Disability & Retirement (FPDR).