Pre-Retirees & Retirees : Financial Strategies Of California

Pre-Retirees & Retirees

Pre-Retirees & Retirees Approaching Retirement

As a professional, you might find yourself tackling many personal finance problems over time. Electing the right health benefits at work, deciding how much to contribute to the company retirement plan, and deciding whether to buy or lease a car can seem daunting.  FSC works with professionals across the country to help you make good financial decisions and avoid making major mistakes. We work with people trying to build wealth, not just those who already have it.

As part of our Financial Analysis Process, we can assist you:

  • Debt management
  • Cash flow & budgeting
  • Retirement plan contribution & investment selection
  • Assessing mortgage options
  • Buying vs. leasing an auto


Transitioning into retirement is likely the biggest financial adjustment that you will make in your lifetime.  Knowing how much you will need to accumulate in order to retire is a tricky question.  How long will you live?  What lifestyle do you want to retire with? What will your living and health care expenses be in the future?  How much can you safely withdraw from your nest egg each year?

At FSC, we help people just like you make successful retirement transitions.  We help you develop and execute a comprehensive plan that covers all aspects of your financial life, and has a very high probability of succeeding based on stress testing and decades of capital market history.  You tell us where you want to go, we'll help you get there.

As part of our Financial Analysis Process, we can assist you:

  • Retirement income planning
  • Tax minimization & account withdrawal strategies*
  • Social security strategy
  • Health & long term care management
  • Estate & legacy planning