Preparing for retirement
Bring your savings, income needs and retirement timing into one plan, with a clear view of the decisions ahead.
The resources of a large firm. The attention of a boutique practice.
Financial planning for successful individuals and families, with personal attention from an advisor who knows you.
Explore our approachWho we work with
Your priorities change as life moves forward. We help you understand what those changes mean for your finances.
Living in retirement
Plan how to draw from your accounts and review the tax implications as your needs and circumstances change.
Planning for your family
Consider how your financial decisions support the people who matter to you, now and in the years ahead.
A plan that stays part of the conversation.
Planning continues after the initial recommendations. We revisit your circumstances throughout the year, look for relevant opportunities and help put decisions into practice.
Your advisor stays your advisor
You work directly with Ramin. As questions come up and priorities change, you have a consistent point of contact.
The details belong together
Investment, retirement and tax decisions affect one another. We consider those connections as part of your financial plan.
Advice followed by action
We help you understand the next steps and work with you to carry them out. Then we keep reviewing the plan.
How we help
A coordinated view of your finances, with practical attention to each part.
Financial planning
Connect your goals with the resources you have and the decisions you need to make.
Retirement planning
Evaluate retirement timing, income needs and the transition from saving to drawing on your assets.
Tax planning
Consider the tax implications of planning decisions, including account withdrawals and potential Roth conversions.
Investment management
Build and review an investment approach in the context of your goals and the rest of your plan.
Distribution planning
Review which accounts to draw from and when, with attention to income needs and tax considerations.
Legacy planning
Consider how your assets may pass to the people and causes you care about, in coordination with your other professionals.
When life changes, the plan deserves another look.
A change in work, family or income can bring new questions. You do not need to wait for an annual meeting to raise them.
- A change in your working life
- A decision about your retirement income
- New responsibilities for your family
A familiar person on the other side of the conversation.
Ramin Rouhbakhsh, CFP®
Tallus Wealth Management
Ramin works directly with individuals and families to develop their financial plans and help carry them forward. Based in Lake Oswego, Tallus brings a personal relationship to decisions that often involve more than investments alone.
Marki helps with the day-to-day service that keeps the relationship running smoothly. You know who to turn to when you need help.
Let’s start a conversation.
Tell us a little about what is on your mind. Whether you are exploring a new relationship or picking up an earlier conversation, we would be glad to hear from you.
Send Ramin a message