Retirement Planning

Strategic Retirement Planning in San Francisco
with New Stage Investment Group®

Welcome to New Stage Investment Group®, Your Bay Area Financial Advisor

Welcome to New Stage Investment Group®, Your Bay Area Financial Advisor

Embark on a journey to greater financial independence with New Stage Investment Group®, your professional partner in strategic retirement planning.

Understanding Retirement Planning

Retirement planning is a pivotal aspect of helping to achieving financial independence. Whether you're just starting your career or nearing retirement age, planning ahead is crucial, and early planning makes achieving your retirement goals significantly more probable.

Age, income, and lifestyle goals play a crucial role in shaping retirement planning decisions. At New Stage Investment Group®, we understand the unique needs of individuals in the Bay Area and tailor plans to suit your specific circumstances.

Which Retirement Accounts Do You Have?

At New Stage Investment Group®, we are committed to providing our clients with the tools and experience needed for a more confident retirement and smarter wealth management. We help our clients to make the most of any retirement accounts they may have, including: 

  • 401k and 403b Plans
  • IRAs
  • Roth IRAs
  • Pensions

Whether you're exploring options for your old 401k, IRA Rollover account or seeking tax-efficient retirement strategies, our team is here to guide you.

The Retirement Planning Process

The Retirement Planning Process

Assessment Stage: We begin by conducting an assessment of your current financial position, income, expense, assets, and liabilities. As Certified Financial Planner professionals, we work to help you clearly identify your retirement goals and lifestyle expectations.

Strategy Development: Crafting a personalized retirement roadmap is the next step. Finding a balance between comfort and risk means aligning your investments with your financial goals and objectives. 

Implementation: Executing the tailored retirement plan involves utilizing diverse investments from leading firms seeking a better outcome for you and your retirement.

Monitoring and Adjusting: Retirement planning is not a one-time event; it's an ongoing process. We regularly review your retirement plan, making adjustments based on expected and unexpected life changes as well as changing market and economic conditions.

Call today 650-458-0312 for more Information

Our Retirement Planning Services

Personalized Financial Roadmaps: Our team excels in crafting tailored retirement strategies based on individual financial goals. We map out a clear path to help you achieve financial milestones, helping ensure a more confident and comfortable retirement.

Investment Planning for Growth: Use a diversified investment portfolio designed to maximize growth potential while aligning with your risk tolerance. As your Bay Area Financial Advisory team, we are committed to helping you build and preserve wealth.

Tax-Efficient Strategies: We help you implement tax-saving strategies with your retirement income including account types, investment selection and portfolio management.

Managing the Risks to your Financial Security: Identify and better address potential financial risks with our Risk Management strategies and planning. 

Estate Planning and Wealth Transfer: As Certified Financial Planner professional, the importance of your estate plan can make for a smoother wealth transfer, manage estate costs, reduce taxes and leave a lasting financial legacy. 
Ongoing Monitoring and Adjustments: Our commitment is create strategies that accommodate life changes and market fluctuations helping better maintain your financial independence.

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.

Like To Learn More First? Request Retirement Unlocked

Discover Ten Essential Steps for a more comfortable retirement. It is never too early or too late to prepare for a better retirement. 

Request "Retirement Unlocked" Today!

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Frequently Asked Questions for retirement planning

When should I start planning for retirement?
It's advisable to start planning for retirement as early as possible. Early planning brings numerous benefits, including the power of compounding so your money has a chance to grow over time. 

How much money do I need to retire comfortably?
The amount needed for a comfortable retirement varies based on individual circumstances. We calculate needed retirement savings by considering many factors including your current financial status, lifestyle expectations, and retirement goals. 

What role does Social Security play in retirement planning?
Social Security benefits play a crucial role in retirement planning. We help you understand the impact of Social Security on your overall retirement income, ensuring a well-rounded plan that maximizes your financial security.

How often should I review my retirement plan?
Regular reviews of your retirement plan is essential for it to be effective. At New Stage Investment Group®, we recommend periodic reviews to allow for change and adaptation to changes in your life, goals, needs and market or economic forces.

Call today 650-458-0312 or set an appointment online

Certified Financial Planner Near Me

Your search for “San Francisco retirement professionals,” or “fiduciary near me,” ends here! Embark on the path to a confident and fulfilling retirement with New Stage Investment Group®.

A retirement plan tailored to your unique position, needs and goals helps create a more confident retirement. Plan for your retirement today – schedule your consultation with us!

Someone is sitting in the shade today,

because someone planted a tree a long time ago.

- Warren Buffett.

Have a question about your Retirement plan? Ask us today:

Thank you!

For more information about working together or other services we offer, please send us an email or call our office. We welcome the opportunity to speak with you! | (650) 458-0312

New Stage Investment Group® and LPL Financial do not offer tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.