The simple truth is that you are responsible for securing your retirement. The path you travel to make sure your money lasts for a lifetime is full of challenges. Each decision along the way affects the outcome, like how to draw income from your investments, when to start Social Security benefits, and what Medicare plan best fits your needs and budget. With all these moving parts, it’s difficult to figure out how to make them successfully work together - but it’s not impossible. At Financial Perspectives, our financial advisors embrace the challenge, and think differently about solutions to your greatest retirement concerns.

 Need to know if you have enough money and how all the pieces of your retirement puzzle fit together? We make certain you have the answers.

Start on your secure path today – contact us

Home of OUR Two Award- Winning Blogs

Retirement Corner

To read more about our extended views please visit our affiliated blogs:

The Sharp Chartist
Retirement Gal


Bay area financial adviser

retirement Planning

Securing your retirement starts with creating a retirement plan. Work with expert CERTIFIED FINANCIAL PLANNER™ (CFP®) advisors who act in your best interest as a fiduciary. We find the best solutions to the whens, whats and hows of your retirement.

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Bay area wealth manager

Investment Management

As independent investment advisors, we provide fee-only investing solutions to the greatest retirement puzzle piece of all – generating a lifelong retirement paycheck. Our unique, CMT® driven, disciplined strategy is ideal for anyone wanting a focus on risk managed investing.

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Be Secure. Be Certain.