Retirement and Investment Planning

Preparing for retirement can be a daunting task.  If you’re like most people, you probably have some retirement benefits from work, government benefits like Social Security and Medicare, and some personal retirement savings. 

For a successful retirement, all of these resources need to be coordinated and utilized in a way that will allow you and your family to safely and securely maximize your retirement.  This is where we come in.

At Pacific Crest Planning, we can help you engineer a long-term retirement and investment plan and give you specific recommendations about the best way to combine your pensions, Social Security, and investments to accomplish the retirement you want.  We can even help you implement and manage your retirement plan over the long-term.

If you are getting close to retirement, come see us.  We’d love to sit down with you and discuss your plans.