Retirement Planning - Wealth Management in San Jose

We guide our clients so they can make a smooth transition from the working phase of their life to financial independence and retirement. We will advise and coach you during your working career to prepare for this important milestone. At that point, you may have to make some very important life decisions. We have tools to run scenarios so that you can make smart financial decisions to help you best achieve your goals and dreams.

How Do I Know If I Can Retire?

We can advise and help you answer your retirement planning questions:

Do I have enough money to live for the rest of my life if I retire and stop working now?
Should I sell my home and move to an area that is less costly that better aligns with my goals in retirement?
What should I do with my company retirement plan?
When should I start taking Social Security?
What should I do about healthcare expenses?
How do I create monthly income from my investments to pay for my expenses?

How Do I Decide on the Best Path Forward?

We want to help you make smart financial decisions so you can achieve financial independence and live a life of significance. Our financial planning tools allow us to evaluate the different scenarios that might arise in your life, and combined with deep conversations, we can understand the trade-offs and design the best plan specific for you.

Planning for the Lifestyle You Enjoy

You Can Have a Life of Significance in Retirement

Schedule a Complimentary Initial Consultation