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31111 Agoura Road
Suite 200
Westlake Village, CA 91361
(818) 540-6967


Retirement Planning Services

Life is full of milestones, and one of the most critical of those events is retirement. Most endure a lifetime of hard work, sacrifice and planning to prepare for this inevitable opportunity to live life on their own terms. Still, with fluctuations in the stock market, changes in the economy and the ever changing landscape of legislation the importance of having a balanced and diverse approach to preparing for and living in retirement is critical.

The challenge is there is not one solution to a secure retirement, there are a multitude of options that could result in various scenarios of success. Today, your retirement goals and aspirations matter more than ever, because without a clear and decisive plan of action it will be difficult to achieve the results you seek. Supplemental sources of income in retirement such as social security and other government programs remain fluid in their application.

Five essential steps on the road to retirement

  • Establish Your Objectives 
  • Determine Your Investment Style
  • Evaluate Investments
  • Choose an Appropriate Investment Plan
  • Execute and Periodically Examine the Plan


We specialize in assisting individuals and families as they work to alleviate the noise and confusion that retirement planning can create. Unfortunately simply contributing to your 401(k) alone is no longer enough. Pensions have become a thing of the past, and a determination of who besides yourself you plan to support during your retirement is critical.

The strategies and tactics available to you are vast, but with our time-tested financial planning process to support the creation and development of your retirement income plan the solution for your situation will be clear.

Start now!

The longer you wait to create a retirement plan, the more you jeopardize your future happiness. You'll thank yourself tomorrow for what you start today.


Services in this area include, but are not limited to:

  • Establishment of Retirement Requirements 

          (Age, Location, Lifestyle, Recreation, Dependents)

  • Comprehensive Funding Needs Calculation
  • Time weighted analysis of resource value
  • Employee Stock Option Optimization
  • Education Funding
  • Retirement Gap Analysis
  • Opportunities Analysis to meeting funding needs
  • Retirement Plan of action