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About The nugget. (Sisters, Or.) 1994-current | View Entire Issue (Nov. 11, 2020)
14 Wednesday, November 11, 2020 The Nugget Newspaper, Sisters, Oregon Blue Stone Retirement brings peace of mind around town, and visit their favorite shops. Our Sisters clients can just walk to the office,= he said. To protect their clients, staff follows COVID-19 safety protocols before and after each visit. The move to Sisters was precipitated by several con- siderations: Stahl and his wife live a few miles outside of Sisters and Blue Stone Retirement was outgrow- ing their Bend office. To accommodate his staff and expansion, he was looking for a larger space. When an office opened up in Sisters, he jumped at the chance to work in a town with Bend9s same community feel but on a smaller scale. For over a decade, Stahl has been working in the retirement-planning industry. His background in financial services and as a field under- writer for an insurance com- pany positioned him well to serve clients ready to focus on retirement planning. He points out that what he offers is different from an invest- ment planner. He works with his customers to put together a plan that allows their money and investments to be there throughout their later years. Stahl is one of four people in Oregon with accreditation as a National Social Security By Katy Yoder Correspondent Blue Stone Retirement recently moved their offices from Bend to Sisters. They are offering retirement-plan- ning services and support. President and Founder Nick Stahl says his Central Oregon clients are enjoying the beau- tiful views along the high- way when they come to the new Sisters office on Hood Avenue. Over the years, Stahl has noticed a common denomi- nator for the people who come into his office or attend one of his seminars: <They don9t know what their retire- ment plan looks like. They9re asking themselves if they9re going to run out of money or if they9re going to be able to retire. They haven9t run their numbers and have lots of questions. The plan I put together gives them some- thing comprehensive they can see. That can give peace of mind about retirement. They know what next year looks like and beyond. They know they won9t run out of money. They can make smart decisions.= Most of his clients prefer to meet in person. <They enjoy the drive out with the great Cascade mountain views,= he said. <They get a meal, walk That gives us a unique ability to incorporate social security along with pensions, assets, and taxes. I put together plans that serve our clients throughout retirement. — Nick Stahl Advisor. <That gives us a unique ability to incorporate social security along with pensions, assets, and taxes,= he said. <I put together plans that serve our clients throughout retire- ment. We do it from a fidu- ciary standpoint and I appre- ciate that NSSA holds us to a higher standard of ethics.= A born teacher, Stahl enjoys offering seminars to folks interested in retirement planning. He started a chap- ter of the nonprofit American Financial Education Alliance in Central Oregon. Along with being an instructor, he9s currently President of the local chapter of AFEA. He9s pursuing a Master of Science in Financial Services to con- tinue learning and serve his clients through providing the most current information on planning for retirement. <The seminars aren9t the usual fare. We help educate and inform people to reduce taxes and build a retirement income plan,= he said. Stahl sees his company as part of a team effort to sup- port people in their financial planning. <We aren9t investment advisors, we9re planners putting it all together in one document. To have a well-rounded, strong finan- cial team would include an investment advisor, financial planner, and estate planner,= he said. Whether he9s doing vir- tual or in-person seminars, they9re always free and about answering questions aiming for the future people want. <When you see the look on people9s faces when they look over their plan, we get to see those worries go away. That9s worth it every time,= he smiled. This year 9s schedule for seminars is complete. After they9re done it usu- ally takes Stahl9s team about two months to serve every- one who wants to continue the conversation and learn more about retirement plan- ning. The next education classes begin in January. But between now and then, Stahl invites folks to come PHOTO PROVIDED Nick Stahl is president and founder of Blue Stone Retirement, recently moved to Sisters. by Blue Stone Retirement9s office at 704 Hood Ave., Ste. C. <Most of our business is referrals and we love having walk-ins to the office. Replacing fear about retirement with a sense of freedom is what Blue Stone Retirement is all about 4 fears about running out of money or a myriad of other what-ifs about retirement can be assuaged. <It9s not the final chapter,= said Stahl. <It9s the beginning to a second act.= What’s Cooking? NEW FALL MENU Try our Chicken Marsala and Salmon Dine-In, Outdoor Seating Tues.-Fri., 3 to 8 p.m., Sat., Noon to 8 p.m. 391 W W. C Cascade d Ave. A | 54 541-549-2675 4 1 549 2675 corkcellarswinebistro.com Serving th e Sisters, Camp Sherman and Black Butte Ranch Areas Ponderosa Properties R E A L T O R S 541-549-2002 A N D 1-800-650-6766 P R O P E R T Y L LLC M A N A G E M E N T www. P onderosa P roperties.com 221 S. Ash St., Sisters The Locals’ Choice for Real Estate Sales Kevin R. 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