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retiring in california

Retiring in California

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Retiring Soon

You are successful because you focus on what you do for a living. But are you so busy working that you haven’t taken time to plan for the day when you’ll no longer be working? If you are retiring in California within the next 12 months, it will be here before you know it. If you get paid twice per month, you have only up to 24 paychecks to help fund 20-40 years of income. 

Not sure if you are ready? We can help you assess if it is feasible to retire and then create a plan for you to feel secure that you can do so comfortably.

Start today to begin preparing for the best years of your life.  If you're too busy or unsure about planning for retirement, we can assist you with the process. Let us help you prepare for your future!

One common mistake people make before retirement is not considering all aspects of their finances together. Instead of looking at each part separately, it's important to see the big picture of your overall financial situation.

Managing your investments, insurance, taxes and estate planning needs while also providing the income needed to keep your retirement lifestyle and standard of living afloat creates unique challenges. These challenges require specialized planning from a retirement specialist, not just an investment advisor.

We know this can all be difficult to do while you are still working. If you would like assistance, we are here to help you get so you can live the life you CRAve.

Already Retired

Congratulations! You made it to retirement.

But do you feel confident that everything is in order for yourself and your family without the fear of running out of money? Are you able to enjoy your retirement without worrying about mistakes and threats to your standard of living like inevitably higher taxes due to our massive government debt? Or the next swan event stock market decline, like the COVID-19 pandemic?

Does this responsibility feel like a heavy burden on you? Does managing your retirement keep you up at night or away from doing the things you would rather do with your time during the day? Who will help your surviving spouse take care of his or her complete financial strategy if you are no longer able?

We can help! We have the experience, knowledge, tools and resources to help you determine whether everything is already in good order, or to provide constructive guidance as we proactively address your concerns along the way.

Successful people delegate tasks they don't want to do when they lack time, knowledge, or desire to do them themselves. Managing retirement wealth is no different Managing retirement wealth is no different.

We can help you plan, manage and monitor your financial life, for the rest of your retirement, so you can enjoy what should be the best years of your life. Remember, your wealth is your time. 

Get started today to live the life you CRAve.

retiring in california


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Retiring Later

No matter your age, having time on your side is a major advantage in reaching your retirement goals. This is true whether you are a baby boomer or a millennial.

The earlier you start saving and investing, the more time your money has to grow. Time is a valuable asset when it comes to building a secure financial future for your retirement. Make the most of it.

From IRA contributions and investment strategies to balancing cash flow and managing your 401(k), or converting to a Roth IRA, our CRA team is here for you. We can help provide the wealth management services needed to clearly identify and work towards your financial goals if you're retiring in California or anywhere else. Contact us to get started today and help ensure you can live the life you CRAve.

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