Ross Stoltman, Licensed Agent with New York Life Insurance Company

Ross Stoltman, Licensed Agent with New York Life Insurance Company Financial advisor offering financial planning and services through RBS Capital Management. Affialated with Gradient Advisors as an RIA

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company


Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Greater Oregon General Office
10260 SW Greenburg RD Suite 1150
Portland, OR 97223
503-519-2107

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Registered branch address:
5215 NW Nichwana Ct
Portland, OR 97229

There are a lot of important reasons to save money, everything from emergencies and education to vacations and retiremen...
05/08/2024

There are a lot of important reasons to save money, everything from emergencies and education to vacations and retirement. But are we saving what we should? Take a look at this interesting article to find out how much the various generations are actually saving. It may surprise you.
If you would like to talk about your savings plan or personal finances, please reach out.
https://bit.ly/3JOb4N8

One reason why many people get overwhelmed with money management is they have too many accounts. It can quickly get mess...
04/22/2024

One reason why many people get overwhelmed with money management is they have too many accounts. It can quickly get messy and confusing. Here are some easy steps to get your finances streamlined and more manageable.
https://nyl.co/3QeZhLo
If you have any questions about managing personal finances, I’ll be happy to help.
https://bit.ly/3U9AxFB

This years’ tax deadline is fast approaching! Feeling the pressure? Don't sweat it, you're not the only one. Many people...
04/08/2024

This years’ tax deadline is fast approaching! Feeling the pressure? Don't sweat it, you're not the only one. Many people are hustling to get everything sorted out in time. This year, New York Life has put together a handy guide with tips to help ease the deadline frenzy.
If you have any questions about your taxes or personal finances, please reach out. For tax advice please consult your tax professional.

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your p...
04/05/2024

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/43M4D6e

Women on average live longer and require more long-term care than men. Learn more about the importance of being prepared...
04/03/2024

Women on average live longer and require more long-term care than men. Learn more about the importance of being prepared for the unexpected.
https://bit.ly/49mDfwI

Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider prepar...
04/01/2024

Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.

Inheriting a Roth IRA can provide financial benefits, but understanding the rules and options is crucial. We'll cover ev...
03/29/2024

Inheriting a Roth IRA can provide financial benefits, but understanding the rules and options is crucial. We'll cover everything you need to know in this guide.

While inheriting a Roth IRA can provide financial benefits, understanding the rules and options is crucial. This guide covers taxes and more.

With inflation running a bit hot, the strategists at New York Life Investments share updated scenarios for the price pat...
03/29/2024

With inflation running a bit hot, the strategists at New York Life Investments share updated scenarios for the price path ahead, as well as how investors can consider these risks in their allocation.

This week, Super Tuesday marked a major point of progress in the 2024 U.S. president election.

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
03/29/2024

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

Address

5215 Northwest Nichwana Court
Portland, OR
97229

Telephone

+15035192107

Website

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