Retirement planning analysis and forecast for your income needs to develop a comprehensive, personalized financial plan through a dedicated CERTIFIED FINANCIAL PLANNER® professional.
Continual development and implementation of recommendations to fund your income needs and help maintain a financially independent standard of living
Recommendations regarding the most appropriate distribution strategy for employer retirement plans and IRAs
Review the possibilities of converting to a Roth IRA
Assist with Qualified Charitable Distribution planning and Donor Advised Funds
Analysis on employer retirement and pension benefits (CalSTRS, CalPERS, FERS)
Guidance on how to maximize Social Security benefits
