Description: FOR RETIRED ONLY, experienced, fee-based Pre-Retirement & Retirement Financial Planner: Income/Investment Planning, Retirement Real-Estate, Long Term Care, Retirement Savings Plans, Eldercare & Estate Planning, Risk Management
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FOR RETIRED ONLY ™ is deeply committed to offering a diverse spectrum of financial services for those preparing for all phases of retirement . Our goal is to enable our clients to make informed and cost-efficient, financial and life planning decisions . We take into account all individual risks, needs and desired benefits.
The role of a Certified Financial Planner is to continuously research, evaluate, provide and suggest the appropriate investment strategies and choices to achieve lifetime and legacy objectives. Our mission is to personally customize a plan of action to facilitate clients’ wishes. The results are long lasting relationships between clients and FOR RETIRED ONLY™ , based on caring, honest communications and maximum integrity.
415.464.1388 Marin County