Broker Check

California
2444 Wilshire Boulevard
Suite 303
Santa Monica, CA 90403
(310) 315-9400

Oklahoma
10900 Hefner Pointe Drive
Suite 502
Oklahoma City, OK 73120
(405) 286-3623

Hawaii
24 N. Church Street
Suite 405
Wailuku, HI 96793
(808) 871-7800

 

Retirement Planning

Whether you are in the accumulation phase or have already retired, a sound strategy is critical to:

  • Addressing your retirement income needs, desires and expenses
  • Seeking to Maintain lifestyle choices and priorities
  • Seeking to ensure that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

We can help you develop a comprehensive plan to:

  • Identify and pursue your lifetime income goals
  • Help manage taxes on income—now and during retirement
  • Evaluate the variables in your retirement plan to ensure alignment with your objectives
  • Retirement Income Planning
  • 401(k)/IRA Rollovers
  • Traditional and Roth IRAs
  • SEP IRAs
  • Retirement plan consulting
  • 401(k)/403(b) Retirement Plans