Jason Nagle PC

The Sky's The Limit — Make your dreams a reality with a financial plan

Financial advisor in Gresham, OR (show on map)

A tax-focused financial planning firm helping individuals and families build wealth through tax-intelligent strategies, retirement planning, and investment management.

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About

Nagle Tax & Financial Planning is a financial advisory practice operating under the Avantax brand, which is a wholly owned subsidiary of Cetera Holdings (Aretec Group, Inc.). Founded in 1983 by a CPA who recognized the need for tax-aligned investment advice, Avantax has grown into a nationwide network supporting over 3,000 financial professionals and approximately $107 billion in assets under administration across all 50 states.

The firm's philosophy centers on a tax-intelligent approach — considering the tax impact of every financial decision to help clients keep more of what they earn. Services include retirement planning (401k, 403b, IRAs, annuities), tax planning (individual, business, estate, trust), investment management, estate conservation, insurance planning, and college funding strategies. The firm emphasizes a team-based approach, personalized hands-on service, and educating clients to make informed financial decisions.

Tax-intelligent approach — considering tax impact of every financial decision

Part of Avantax network with proprietary tax-focused tools and platforms

Team-based approach with diverse backgrounds and education

Personalized, hands-on service with undivided client attention

Backed by Cetera Wealth Services, a FINRA/SIPC member firm

Over 3,000 financial professionals and $107 billion in assets under administration nationwide

Services

Retirement Planning

Developing sound retirement strategies including 401(k), 403(b), IRA, Roth IRA, SEP IRA, Simple IRA, and variable annuity planning to help clients accumulate and preserve wealth for retirement.

401(k) Planning 403(b) Planning Traditional IRA Roth IRA SEP IRA Simple IRA Variable Annuity Retirement Income Strategies

Tax Planning & Preparation

Tax-focused financial planning and preparation services for individuals, businesses, estates, and trusts, designed to minimize tax impact and maximize after-tax returns.

Individual Tax Planning Business Tax Planning Estate Tax Planning Trust Tax Planning Tax-Intelligent Investment Strategy

Investment Management

Investment advisory services including bonds, common stock, educational IRAs, brokerage accounts, and variable annuities tailored to client risk tolerance and goals.

Bonds Common Stock Educational IRA Traditional IRA Roth IRA Brokerage Accounts Variable Annuity Risk-Tolerance Based Portfolios

Estate Conservation

Estate planning services to manage personal affairs during life and control the distribution of wealth upon death, including trusts and estate tax strategies.

Estate Plans Trust Planning Wealth Distribution Strategy Charitable Giving Strategies

Insurance Planning

Insurance strategy development to protect clients and their loved ones from the financial consequences of unexpected events, including life insurance needs assessment.

Life Insurance Assessment Insurance Strategy Development Risk Protection Planning

Financial Planning

Comprehensive financial planning encompassing retirement, tax, investment, estate, and insurance strategies tailored to each client's unique goals and life stage.

Personalized Financial Plans Team Approach Tax-Intelligent Strategies Proactive Financial Guidance Retirement Income Planning College Planning

Credentials & Certifications

FINRA BrokerCheck

Cetera Wealth Services LLC — FINRA/SIPC Member

Cetera Investment Advisers LLC — Registered Investment Adviser

Frequently Asked Questions

What makes Avantax different from other financial advisory firms? +

Avantax was founded on a tax-intelligent approach — considering the tax impact of every financial decision. Unlike firms focused solely on investment returns, Avantax helps clients keep more of what they earn by aligning investment advice with tax situations.

What services does Nagle Tax & Financial Planning offer? +

The firm offers retirement planning (401k, 403b, IRAs, annuities), tax planning (individual, business, estate, trust), investment management, estate conservation, insurance planning, and comprehensive financial planning.

Is Nagle Tax & Financial Planning a standalone firm or part of a larger organization? +

The firm operates as an Avantax practice. Avantax is a wholly owned subsidiary of Cetera Holdings (Aretec Group, Inc.) and is part of Cetera Wealth Services LLC, which is a member of FINRA/SIPC.

How does the firm approach retirement planning? +

The firm takes a personalized, hands-on approach — understanding each client's risk tolerance, time horizon, and goals to develop a program that balances investment strategies with preserving principal. They focus on the challenge of outliving retirement savings.

What is the firm's approach to financial planning? +

The firm uses a team approach with diverse backgrounds and education, providing undivided attention to each client from planning through execution to follow-up. They take a proactive approach and use the most efficient methods available.

Where is Nagle Tax & Financial Planning located? +

The firm is located at 151 SE 223rd Avenue, Gresham, OR 97030.

Can I get a personalized retirement calculator estimate? +

Yes, the firm provides retirement calculators including 'How Much Do I Need To Retire?' which generates a personalized estimate based on lifestyle, timeline, and other factors.

Does the firm serve businesses as well as individuals? +

Yes, the firm serves individuals, families, and small businesses. Tax services include individual, business, estate, and trust planning.