Bain Wealth Management Group
Welcome to the website of Bain Wealth Management Group, LLC, the Willamette Valley’s  wealth management and financial planning firm since 1983.
 
Please explore this site to get to know our wealth management firm and how we are helping our clients plan for and meet their financial goals.
 
We plan from a net perspective, with a view to the “bottom line,” which means after taxes and inflation. We are committed to helping our clients discover the best methods of acquiring, retaining, distributing and passing on wealth for themselves and their families. One of the key areas in which we help our clients is the distribution phase, as they start receiving income from their retirement accounts. When it comes to our clients’ hard-earned assets, we strive to provide them with excellent service and the best investment strategies available today.
 
Bain Wealth Management Group, LLC, provides financial information and research through in-depth seminars, which are open to the public. This allows us to keep our clients and prospective clients well informed on financial matters. We want our clients to understand their financial alternatives so they can make the best decisions for their unique situation. We strive to help our clients protect their assets from tax inefficiencies that can be devastating to their retirement. We also help them discover other opportunities that could potentially earn a higher rate of return. Our sole mission is to help our clients achieve their financial goals within the framework of their core personal values.
 
If you would like to learn more about our firm, there are several ways to get to know us better: peruse our website, ask to receive periodic mailings, or attend one of our seminars.  Please contact us with any questions or to request more information on the “Contact Us” page.
 
Thanks for stopping by. We appreciate your visit.
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

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