Retirement Planning

Its never to early to plan for your retirement. We help you understand the importance of retirement planning. We help you organize and prioritize your financial goals and outline an action plan for meeting those objectives, whether it is maximizing cash flow, reducing taxes, funding college education, home purchases, weddings, automobiles, and other financial objectives. We find ways to save you money by looking at various options such as mortgage refinance or reducing your taxable income by investing in tax-preferred investments.


We help you monitor your investment choices in Individual Retirement Accounts and Roth IRAs, your company's 401(k) or 403(b), SEP-IRA and SIMPLE IRAs/SIMPLE 401(k)s and other retirement plans. Should you convert to a Roth IRA or stay with a traditional IRA? Should you be investing in money market funds or other low-risk, low-return investments in your retirement plan for the long term? We help you understand your retirement plan statements and choices because it matters. The difference between a 5% return on $20,000 over 20 years and a 10% return on $20,000 over 20 years is the difference between $53,066 and $134,550.

Call today to discuss your options with us: 760-720-0007