12100 Wilshire Blvd,
Los Angeles, CA 90025
(310) 806-9454
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Retirement Planning

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We work all our lives, hoping to maintain a desired lifestyle upon retirement. However, without proper planning, the retirement dream may not come to fruition. We will carefully examine and create strategies to optimize each life stage: Accumulation, preservation, and distribution. We will also help define your goals and objectives. Then, measure your current ability to meet the defined goals and objectives. Lastly, develop strategies to improve the probability of successfully retiring at the desired age with the desired level of income.

We’ll perform an In-depth analysis of the following items:

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  • Longevity Risk
  • Inflation Risk
  • Excess Withdrawal Risk
  • Health Expense Risk
  • Market Risk
  • Liquidity Risk
  • Sequence of Returns Risk
  • Timing Risk
  • Life Expectancy analysis
  • Monetary policy analysis
  • Safe withdrawal rate analysis
  • Medicare + Long-term care analysis
  • Retirement portfolio analysis
  • Cash Flow analysis
  • Order of withdrawal analysis
  • Time Segmentation analysis

Otium Awaits

If you're ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!