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Clarity now. Confidence in retirement.

Specialized retirement income and tax‑smart investing for Bay Area professionals 50+ and retirees

Is this you?

  • In your 50s-60s, living in the San Francisco Bay Area and thinking about retirement.
  • Have multiple accounts to coordinate and manage (401(k), IRA, RSUs, company stock).
  • Want direct, one‑on‑one service that is independent, local and experienced.
  • Facing important decisions: Social Security, investing for growth, income & defense, managing retirement taxes.
Looking to retire in the Bay Area?

Looking to retire in the Bay Area?

Request our practical 10-page guide to get you started on building a Bay Area specific retirement plan. Learn how you can stay near family, friends, and the lifestyle you love.

What you’ll learn:

  • What “comfortable” really costs here.
  • How California taxes impact more than you may expect.
  • Afford world-class healthcare and prep for long-term care.
  • Help family without jeopardizing your retirement.
  • Retirement income strategies for higher cost living.

How We Work: Simple, Clear & Thoughtful

Start with a Conversation

30‑minute phone conversation to talk through what's on your mind and where things stand. No pitch. No statements. No cost. Just a simple phone call. 

Build a clear, coordinated Plan

With a decision to move forward, we build you a custom financial plan and implement a coordinated, sensible and tax‑smart investment portfolio.

Stay on Track

Through proactive adjustments and ongoing monitoring we watch the details, deliver plain‑english updates and keep you on track to your goal.

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Where We Help Most

Specialized income planning

  • Coordinate accounts, income, expenses, and taxes.
  • Understand what “comfortable” really costs.
  • Identify the right levers to close any gaps.

Smarter Retirement Tax Strategy

  • Decide which accounts to use and when.
  • Create a “keep more” withdrawal strategy.
  • Time key decisions around saving, conversions, and income.

Purpose Built Portfolio's

  • Invest for growth, income, and protection in retirement.
  • Install custom guardrails to better manage volatility.
  • Stay aligned through proactive management and updates.

How We're Paid: Straightforward and Transparent

Most clients hire us as a fiduciary focused advisor combining professional portfolio management and personal financial planning. Our service costs between 0.60% and 1.50% of the investments we manage.
For stand alone financial planning or flat fee service, we offer engagements starting at $3,200, depending on the scope of work.
No surprises, all fees are discussed and agreed upon before moving forward. 
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Fiduciary Focused Financial Advice

Fiduciary Focused Financial Advice

For 20+ years, I’ve been committed to helping Bay Area professionals and retirees turn complexity into a clear plan, more dependable income, and tax smart investing.

Clarity: Know exactly where you stand and what to do next.

Confidence: A retirement income plan you can rely on—Social Security, pensions, withdrawals, and taxes coordinated.

Discipline: Professionally designed, tax‑smart portfolios trailored to your goals and comfort with inevitable risk. 

Local advocacy: Independent, trusted one‑on‑one guidance—built in person here in the Bay Area.

Transparency: Straightforward pricing for plan-only or full management options.

Clear Planning | Actionable Strategies | Local, Independent


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CERTIFIED FINANCIAL PLANNER® Near Me

CERTIFIED FINANCIAL PLANNER® Near Me

If you’ve been looking for a CFP® or a “fiduciary financial advisor near me,” you’ve made an important first step. Meeting with Hans Reese, a CFP® practicioner, can help you map out a financial plan that can change the way you live in retirement. A personal financial plan can help you get on track, stay on track and avoid costly mistakes.

Our planning approach not only helps guide financial decisions such as when to file for social security, but also how to position your investments. Investors are always happier when they see results, especially results that move them closer to their goals.

Bay Area Financial Planner

If you're navigating the complex landscape of financial planning in the Bay Area, look no further than New Stage Investment Group®. With a deep understanding of the unique financial challenges and opportunities in the Bay Area, Hans is ready to guide you toward your financial goals. As a valued Bay Area financial planner, he specializes in comprehensive retirement planning for individuals and families.

Whether you're just starting to build your financial foundation or seeking strategic advice for retirement, Hans is committed to providing personalized solutions tailored to your specific needs. New Stage Investment Group® takes pride in offering insightful strategies to help you pursue a prosperous and confident financial future.