Simplify your retirement for success
Comprehensive Advice | Workable Strategies | Smarter Investing
An independent, personal guide for each stage of retirement.
Enjoy a comfortable retirement
A more comfortable retirement starts by getting answers to your retirement questions. Protect what you have. Be confident in your decisions.
Your goal without a plan is just a wish.
Stop wishing and start building a plan to achieve your financial goals.
Taxes: Even in retirement you still have to pay.
California has some of the highest taxes in the nation. Keep more of what you earn.
Fiduciary focused advice on the road to retirement
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
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:
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.
Or just give us a call today 650-458-0312
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
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.