Services

Our goal is to make sure all of our clients & customers have a clear and ongoing understanding of:

  • Why you are investing in the investments we've chosen together to reach your objectives.
  • How the allocation fits with your time horizon and tolerance for risk.
  • What the costs of those investments are and how much my firm is earning on each investment option you have, including a new, flat rate option exclusively for school district employees.
  • When I will communicate with you regarding your investments. We'll agree on when and how many times each year we hold a review of your accounts (quarterly, semi-annually, annually).

Get Organized Financially

We will help you locate all your investments and give you an update on what they are and how they work. This is so that we can avoid any potential problems long before you need the assets for retirement.

Create a Clear Retirement Goal

What does your dream retirement look like? Creating a plan for retirement doesn't require getting all dressed up and driving downtown for a three hour meeting. We've simplified the process to make sure that everyone has the opportunity to know exactly what it takes for them to retire when they want and with the income they desire. You may be under the incorrect assumption that your pension or 401(k) will be enough for you to retire comfortably. With our simple and effective planning techniques, we can help you create a clear picture of what to expect on retirement.

Create an Investment Portfolio Designed to Help Achieve Your Retirement Objective

If you were going on a drive up to the mountains for a ski trip, would you rather be in a Ferrari or a 4-Wheel Drive SUV? Once you have clearly defined your retirement objectives and know where you are going, you’ll become fully aware whether or not you’ve selected the right investment. We can help you review your portfolio and make sure it fits your goals. Also, we take into consideration your tolerance for risk, your investment experience, and your time horizon.

Avoid Making Costly Mistakes

If you have read the "Things to Consider" and "Common Mistakes" from the previous page, then you know that you have a lot to consider for your retirement. We can help you avoid making costly mistakes by ensuring you fully understand the benefits, features, costs, and charges of the investments that are approved by your school district.

"Schooled" retirement planning for Educators

I wrote a book about my experience working in several different positions within the School Employee retirement business. Schooled is a good place to start if you're interested in learning more about the retirement planning process. It's a short read, using simple terms and focused on a few basics!

Talk with the Author

Use the contact us button below to schedule a free information call with Wade N. Murphy, Author of Schooled Retirement planning for Educators. Ask questions, learn some basics, and review your current plans without any obligation.

Areas We Serve

We serve clients in the following areas:

  • South Bay
  • Los Angeles
  • Orange County
  • Long Beach
  • Ventura
  • San Diego