Helping people enjoy asecure retirement

The need for a financial plan doesn’t just end with retirement. Because people are living longer today, the possibility of going 30 years without a paycheck takes careful planning and disciplined investing.

It is important to have an experienced financial advisor whose goal is to help you with preserving your wealth, creating sustainable income throughout retirement and maintaining your standard of living. To this end, there are many things we do. One is to create a personalized plan designed to preserve your wealth and mitigate the impact of market risk, taxes and inflation. This includes having a sustainable withdrawal strategy to strike a careful balance between your need for monthly income and your desire to make your money last your lifetime.

We will help you differentiate your essential living expenses from aspirational lifestyle expenses, manage your required minimum distributions and determine the most tax-efficient ways to draw income from your taxable and tax-deferred investments.

We’ll also make sure to review important matters such as Social Security and Medicare. Plus, we’ll collaborate with your legal and insurance professionals on important matters such as having a plan for your estate, and having the protection provided by life insurance and long-term care insurance.

You’ve worked hard to arrive at this significant stage of your life. Our goal is to help you enjoy your well-deserved retirement.

For additional helpful information, click here.

The best time to plant a tree was 20 years ago;
the second best time is now.
– Chinese proverb

Contact Us

Want to know more about how we can help you? We’d love to hear from you.

3111 Camino Del Rio North, Suite 920 | San Diego, CA 92108 | Phone: 858.866.3550 | Fax: 619.462.2015 | Toll-Free: 877.752.6463 | Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Siegel Financial Advisory Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

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