Our Mission and Philosophy
Retirement Choices of California has an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our clients and their families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. Through advising and managing clients’ financial issues, we strive to provide our clients every opportunity to fulfill their goals.
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.