Oregon Retirement Planning · Pensions · Portfolio Income
Retirement decisions are hard. Getting them explained shouldn’t be.
I’m Scott Thiel. I help Oregon business owners, executives, professionals, and public employees turn a complicated financial picture into a plan you can actually understand — and defend to your family at the dinner table.
No cost for the first conversation · No obligation · Oregon licensed
Get the plain-English annuity guide — the types, the fees, the fine print.
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- Series 65 Investment Adviser Representative
- CRD #8138056 Oregon registered
- Advisory through Encompass More Asset Management LLC
- Annuities & insurance through Ohlson Group
- 20+ years in professional video — I explain things for a living
What we can look at together
- How your pension, 401(k), and Social Security fit together
- When you can actually afford to stop working
- What to do with company stock, options, or a business you plan to sell
- Whether an annuity belongs in your plan — or doesn’t
Who I help
People whose retirement picture has more moving parts than a single 401(k) — a business to sell, stock options to sort out, a pension to integrate, or an estate to pass on cleanly. The common thread isn’t the size of the account. It’s that the decisions are large, permanent, and hard to undo.
Business owners & professionals
You’ve built something. The question is how it converts into retirement income — and what happens to the business, the staff, and the tax bill when you step back.
Who we work with
Executives & equity compensation
A meaningful share of your net worth sits in company stock — RSUs, options, or a deferred compensation plan. The timing and tax treatment can matter more than the returns.
Who we work with
Oregon PERS members & public employees
Your pension is the foundation. We build the rest of the plan around it — Social Security timing, survivor elections, and the savings you’ve accumulated alongside it.
Who we work with
Why people say they stay
I explain retirement for a living — literally
Before financial services, I spent eleven years as a lead video editor at NFL Network. My job was taking complicated footage and turning it into a story anyone could follow in three minutes.
That’s the whole skill set I bring to your retirement: take a complicated financial picture and make it clear enough to act on. No acronym soup. No “it depends” without an answer afterward.
Watch: How I turn a pension statement into a plan
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3:40 · Filmed and cut by Scott — 11 years in a broadcast edit bay
How it works
Three steps. The first one costs you nothing but an hour.
1. A real conversation
We talk about where you are, what’s keeping you up at night, and what you want retirement to look like. No paperwork ambush.
2. A written plan
You get a clear, plain-English summary of your income sources, the risks we found, and the options in front of you.
3. Decide on your terms
If we’re a fit, we implement. If we’re not, you keep the plan and the knowledge either way.
Learn on your own time
Plenty of people just want good information first. Start here.
News & Insights
Short, plain-English articles on pensions, Social Security timing, annuities, and protecting your savings.
Read the blog
Videos
Two-minute explanations of the questions I get asked most, filmed in the same style I used in broadcast.
Watch videos
Calculators
Run your own numbers on retirement income, Social Security timing, and how long your savings may last.
Try a calculator
Let’s take a look at your retirement together
One hour, no cost, no obligation. If I’m not the right fit, I’ll tell you that too.