You’ve worked hard your entire life, and the time has come.
You’re tired of the commute, tired of the grind, and ready for what comes next.
But, you’re not sure how this all works.
How will you replace your paycheck each month?
Do you have enough saved? Will you have to make some adjustments?
How will health care work once you’re no longer at the company?
That’s where we come in.
As a long-time Bay Area firm, we know what its like to retire here.
We understand the effort it takes.
We can help you with the proper planning; from tax preparation to investment management, and everything in between.
Case Study: John
John is a 55 year old father who is ready to step down from his full-time job. He wants to continue to work enough to keep himself busy, without needing to commit the time and energy required of his current role.
We helped John plan the best way to do this.