1633 E. Fourth Street, Suite 216
Santa Ana, CA 92701

Retirement Planning

bigstock-Retirement-Ahead-Sign-65546656 (2)When and where do you plan to retire?  How much income will you need?  How much can you afford to put away now for your future plans?

Answers to these questions form the foundation of a retirement plan.  Regardless of where you start, the two primary aspects of retirement planning are:

  • Accumulating sufficient assets while you are working
  • Generating income during retirement

We can help ensure that you are maximizing your benefits at work and other benefits such as Social Security, PERS (for public employees), STRS (for teachers), etc.  If you own a business, we can help you set up a plan that meets your needs and those of your employees.  This might be some form of a 401(k) or other qualified plan.  We can also help with an individual IRA, rollover IRA, Roth IRA, etc.

There are as many ways to build assets for retirement as there are ways to invest.  We will look at all your assets, including savings, investments, real property, business assets, etc. to give you as clear a picture as possible of what these might grow to for retirement.  Then you can begin to make plans to change or augment your retirement assets to meet any potential shortfalls.

Click here to download your free copy of Managing Your Money in Retirement.

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Mission Statement

Our mission is to help make your financial life as simple and harmonious as possible.

We take the complex and make it as clear as we can. We believe that you should never buy a financial product or service that you do not understand.

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© 2006 - 2018 Tri-Circle Financial Strategies, Santa Ana, CA. All rights reserved.
Rachel Owens and William Sornstein are Registered Representatives with and Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Arizona, Iowa, Nevada and Texas.