Contact

PO Box 1074

Gresham, OR 97030

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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).

Tax & Estate

Planning

Do you have a legacy plan?

While our clients are patriotic, they aren’t interested in paying more than their fair share in taxes. We help them with income tax strategies today, estate planning strategies for the future, and we re-evaluate those plans as their circumstances or laws change.

How are we different?

We want you to know all the options, even strategies that may not make sense for you right now. We discuss your alternatives so that you understand and are comfortable with your choices – even those you leave behind.

 

We thrive on working as a team with our clients, their attorneys and accountants. Our valuable insights and initiative in leading your financial team results in a unified planning process.

In cooperation with your trusted advisors, we:

  • Integrate tax considerations into our investment decisions

  • Analyze and optimize your Alternative Minimum Tax (AMT) exposure

  • Evaluate the effects of new legislation on income and estate planning

Call us at 971-203-0600 to learn more about how we can help you with your specific tax and estate planning questions.

Estate Planning Tips:

Keep all your important financial and legal information in a secure central place for your executor. Make sure to include:

  • Letters of last instruction

  • Medical Records

  • Bank/Brokerage Statements

  • Investment Savings Statements

  • Income and Gift Tax Returns

  • Insurance Policies

  • Titles and Deeds

  • Wills and Trust Documents

Information provided should not be considered as tax advice from GWN Securities, Inc. or it’s representatives.  Please consult with your tax professional.