How do I manage my pension plan in retirement?

Are their ways that I can help buffer the up and down movements in my investment portfolio?

How can I setup ways to donate to my favorite charity that makes financial sense?

How can I help the younger generations in my family with education and other financial considerations?

Los Angeles financial advisors helping retirees navigate their financial strategy.


With today’s historic low interest rates, typical investment vehicles such as bonds sometimes don’t provide the expected income streams of the past.

As a retiree, you want to protect what you’ve spent decades accumulating. You want to travel. Spend time with grandchildren. Not worry about your finances. Markets will go up and down – that is a proven fact. Let us help you with our financial tool kit. There are many ways we can help secure your retirement finances and enable you to spend more time on other things that are important to you.

Bob and Andrew will listen to your needs and partner with you to develop reasonable objectives. We will discuss investment philosophy and incorporate your holistic objectives into your new personalized strategy. 

Experience the benefits of comprehensive wealth management. 

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