Simplify your retirement for success

Comprehensive Advice  | Workable Strategies |  Smarter Investing

An independent, personal guide for each stage of retirement.

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Fiduciary focused advice on the road to retirement

Starting Out

Starting Out

Starting to think seriously about retirement, but worried a busy schedule, career changes or even family needs may sidetrack or push back your retirement? Get organized. Get on track. Get your money working for you.

Leverage planning today for a better chance of success tomorrow.

Within reach

Within reach

Hoping to retire within five years and wondering what you might be missing? Refine your goals into a workable plan. Evaluate income and expenses. Examine the risks in your investments. Missteps this late in the game can be costly. 


Improve the timing of your retirement.

Final Touches

Final Touches

Ready to retire, but critical questions remain unanswered? Coordinate social security, retirement accounts, pensions, healthcare, and taxes. Set up an income plan. Plan your taxes. Redesign your investments for both income and protection against the high costs of inflation. 

Be ready to retire on your terms. 

Living It

Living It

Years of work should mean more time relaxing and less time worrying about money. Use experienced, ongoing advice to help minimize uncertainty. Employ strategies to generate income and avoid running out of money. Intelligently plan your wealth to help those you love when you are gone. 

Helping to reduce stress, enjoy your time more.

How Fiduciary Focused investment guidance helps:

How Fiduciary Focused investment guidance helps:

Investments are only meaningful if they help you achieve your goals. Investing without design, chasing returns or trying to time the market often leads to regret and failure.

You are unique. Your goals are different. Your investments should reflect that.  We design a portfolio around you, your need for income, and for financial confidence. Yet we balance these needs with your willingness to tolerate the ups and downs of investing. Our focus is on helping you work towards your goals. 

Get started today and review your investments with an independent firm following a fiduciary focus with over 20 years of experience.

How New Stage Investment Group® Works

Free Consultation

Start with 15 minute call. Tell us the problems. The deadlines. The worries. If we can help, we will tell you. If we can't, we will point you in the right direction. Working with a retirement advisor from New Stage Investment Group® can be a total game-changer A 15 minute call gets you started.


Get clarity. Avoid the noise.  Know your options before making a choice. Review a proposal for financial planning, hourly consulting or professional investment management.


When you are ready to stop worrying about what to do next or when to do it, just tell us and we will get to work. Get a financial plan integrated with a professionally designed and managed investment portfolio.

Monitor & Report

Enjoy more confidence and less stress about your money with dependable updates and regular reviews. Our active management and monitoring means you are more informed, more on track and able to spend more time doing other things you enjoy.

Or just give us a call today 650-458-0312

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 a financial advisor from New Stage 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 happier when they see results, especially results that move them closer to their goals.

Fee-Based Financial Advisor

At New Stage Investment Group®, we advise clients with a fiduciary standard through our fee-based investment approach and as a Certified Financial Planner TM professional. Putting our clients interest first, offering straightforward pricing and personalized service. Our focus is helping pre-retirees and retirees make the most of life and their retirement. We believe financial freedom is one of the largest contributing factors to doing that. Learn about our flat fee financial planning and planning process.


Change coming up? Not sure what to do? Just call us and ask: 650-458-0312

<strong>Bay Area Financial Planner</strong>

Bay Area Financial Planner

If you're navigating the complex landscape of financial planning in the Bay Area, look no further than our seasoned San Francisco Financial Advisors. With a deep understanding of the unique financial challenges and opportunities in the Bay Area, our dedicated team is ready to guide you toward your financial goals. As a trusted Bay Area financial planner, we specialize in comprehensive retirement planning for individuals and families.

Whether you're just starting to build your financial foundation or seeking strategic advice for retirement, our expert advisors are committed to providing personalized solutions tailored to your specific needs. We take pride in being a go-to Bay Area financial advisor, offering insightful strategies to help you secure a prosperous and worry-free financial future.