Contemporary Retirement Strategies

CONNECT

Address:

3000 East Birch Street, Suite 103
Brea, CA 92821

Phone:

714-528-8823

Fax/Other:

844-714-0562

High Income Earners

As a high income affluent professional, chances are that you find very little time to attend to your financial and retirement needs as you probably should. In addition, maximizing your current personal or employment retirement accounts , most likely, will not be nearly enough to provide you and your family with the desired lifestyle your rightly deserve in retirement. By working with me and my team of professional advisors, we can design a customized plan to accumulate your wealth, protect it from unexpected life catastrophies, diversify your investments and manage investment volatility with regular portfolio reviews.

The benefits of working with a licensed and trustworthy professional like yourself will be your wisest decison in formulating a concise financial plan to fit your needs and desires.

Let me help and educate you on your choices and work together to increase your chances of improving your current situation for a potentially better financial outcome.

 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.