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A Hand-Holding Approach
Retirement comes with a flood of decisions
401(k) rollovers, income planning, Medicare, Social Security, RMDs, tax strategies, and more. Without a clear plan, it’s easy to feel overwhelmed. That’s why we create a personalized strategy to help you maximize wealth, reduce stress, and enjoy the retirement you’ve earned.
Financial Confidence Starts with a Plan
We'll help you answer the questions that keep you up at night
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Will I run out of money during retirement?
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Do I have a reliable income stream in Retirement?
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How do I handle an upcoming inheritance?
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What happens if there is a market downturn?
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Are my investments tax-efficient?
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When should I take Social Security?
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Do I need Long Term Care insurance?
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When is my RMD?
Our Trusted Partners
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What can I expect if we work together?We’re an independent financial advisor—which means we’re not tied to specific products or strategies. Our only obligation is to you. As fiduciary financial advisors, we’re legally (and personally) committed to putting your best interests first. While we're based in Southern California we work remotely with clients across the country—focused on helping people maximize their retirement planning. When we begin, we’ll meet several times to build your plan. From there, we hold at least two formal reviews each year, with consistent communication in between to keep you informed and empowered. Most importantly, we want you to feel comfortable reaching out anytime. Whether it's a big decision or a quick question, we're just a call or email away. Meet the team here.
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Do I have enough to be a client?We work with people from all walks of life, but to provide the level of service our clients expect, we typically work best with those who’ve built a portfolio of $500,000 or more. That said, we do make exceptions for families who are still in the building phase—especially if they're serious about creating a strong financial foundation and want a long-term planning partner. Our best-fit clients have done a great job saving, but they’re ready to offload the stress and complexity of managing their finances on their own.
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What Services do you Offer?We’re here to help you get the most out of life by making the most of your money. That means taking the weight of financial planning off your shoulders, so you can focus on what matters most. We help clients with: — Retirement planning — Investment management — Tax strategy — Estate planning — Insurance reviews — Cash flow and budgeting And everything else it takes to help you feel calm, confident, and in control of your financial future.
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How do you get paid?We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account: —1% on the first $1,000,000 we manage —0.90% between $1,000,000 and $2,000,000 —0.80% between $2,000,000 and $3,000,000 —0.70% between $3,000,000 and $4,000,000 —0.60% between $4,000,000 and $5,000,000 —0.50% between $5,000,000 and $6,000,000 —0.40% on amounts above $6,000,000 We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources. There’s no additional charge for the tax and estate planning advice we provide.
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