Why put off until tomorrow what you can do today? Time is one of the most important elements to planning a successful retirement.
We know retirement planning can be intimidating, that is why we are here to help. Most people don't fully understand the long term cost of waiting to start a retirement plan.
The difference can be enormous over time. Building a strong retirement plan involves saving the right amount of money in the right places. Since most people fail to retire successfully getting help from a financial professional is crucial when pursuing your financial goals.
Retirement is the new American Dream. What is your plan?
We all have a vision on how we want to spend the last third of our lives. Reaching your financial goals requires planning ahead. It starts with properly using your retirement plan at work. Saving in your retirement plan is a great start but it must be done correctly. A Gerber Kawasaki advisor will teach you how much you need to save and where to invest your money. We will work with you to properly manage and allocate your assets. Having a proper corporate retirement savings plan as well as understanding the advantages of an IRA is crucial to maximizing the probability of retiring successfully.
It can be confusing to deal with your retirement accounts; let us help you rollover and manage them.
A common mistake people make is not reviewing and updating the investments within their IRA or 401k plan. Let's face it; reviewing your finances is not the most exciting activity. Avoiding your finances, like that old 401k is a big mistake and can limit your ability to reach your goals. That is why it is important to work with someone who regularly monitors your investments for you and will keep you on track to reaching your goals.
We meet with you in person and review what you need to do to reach your financial goals.
Most people have some idea of what kind of life they want in the future, but they never really think about the specifics of getting there. Finance is a different language; let us translate it into English or whichever language you prefer. Working and meeting regularly with a financial advisor who knows you and your family will help you build confidence in reaching your goals and help you feel more comfortable with the investment process. When it comes to something as important as retirement, why wait to get help?