Financial Planning,
Investing, and Tax Strategies
for Retirement

Be smarter about how you manage
your finances in retirement

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Are You Retired or Nearing Retirement?

Have questions about your current financial
situation? For example, do you think about:
How much can I spend and not outlive my nest egg?
How can I pay less in taxes and keep more of my money?
Are my investments appropriate for this stage of life?
How do I navigate Medicare, Social Security, and long-term care needs?
HOW WE CAN HELP

Feel Empowered with Your Financial Future

One thing we hear from clients is how much they appreciate complex retirement strategies simplified into ideas and concepts they understand.

  • Safe & Dynamic Withdrawal Strategies
  • Low Cost Investment Portfolios
  • Proactive Tax Planning
  • Social Security Analysis

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WHY OCEANSIDE ADVISORS?

Retirement and Tax Planning Experts Helping You
Achieve Confidence in Your Future

We find we’re able to provide the most value for those who
have accumulated a nest egg of at least $1M.

CFA and CFP®
professionals providing
expert investment and
retirement planning advice

Fiduciaries keeping your
best interest first every
step of the way

Deeply rooted belief in
customized plans that
clients actually
understand

SUCCESS STORY

Can we Retire Earlier?

Bob and Carol were both approaching age 60 and felt they had done a decent job saving. With a newfound desire to travel and spend more time with new grandkids, they wondered if earlier retirement was a possibility. However, a few concerns were keeping them up at night, including thoughts like:
  • How can we bridge the gap for health insurance if we retire before Medicare begins at age 65?
  • We are both currently healthy and would prefer to spend more money early in retirement while we feel good enough to travel. How can we safely plan for this financially?
  • Given the majority of our retirement is held in pre-tax 401(k) plans, are there ways we can mitigate the significant taxes we will owe once Required Minimum Distributions begin?

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SIMPLIFIED PROCESS TO GET STARTED

3 Easy Steps to Achieve Confidence in
Retirement Planning

1

STEP 1

Free Initial Case Analysis

Understand your unique “actionable items” to reduce taxes, avoid pitfalls, and improve your plan

2

STEP 2

Think About It

Review your Initial Case Analysis and determine if we are the right fit

3

STEP 3

Personalized Ongoing Advice

Engage our team to implement your plan so you can enjoy retirement!

EXPLORE OUR RESOURCES

Education and Thought Leadership