Are You Ready For Retirement?

We’ve compiled the most Frequently Asked Questions we hear about retirement planning. Some of the answers may surprise you! 

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San Francisco Financial Advisors

With a career, family obligations and personal life, you have many demands on your time. Has planning for your own financial security ended up on the back burner? Stoffer Wealth Advisors provides personalized financial advisory services that create the right “financial recipe” for your future.

Our Financial Advisory Services

FINANCIAL
PLANNING

What is financial planning? People don’t always know why or when they need it. Sure, retirement is most often the impetus to call a financial advisor. Learning how to save and invest for the future are good reasons to seek financial advisors. But what if you were thinking about changing careers, living in Europe for a year, or selling one house to buy another? All of these decisions can be made with the help of a financial advisor.

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INVESTMENT MANAGEMENT

Ever stop to ask yourself why you own certain investments? Do you monitor them periodically? What’s your investment mix, i.e. the percentage of each major category of investment (cash, bonds, stocks, real estate, etc.) in your portfolio? Why does your investment mix matter? Can you just set it and forget it? Providing answers to these questions is where financial advisors come in, but we often need to start with a basic question: “What is you money for?”

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RETIREMENT PLANNING

Planning for retirement is the most common reason people call financial advisors. What people come to realize is that they still need a “paycheck” in retirement and they’re not sure where it’s going to come from. In reality, we pay ourselves. And the funds can come from multiple sources: Social Security, retirement accounts, pensions (for those who still get such things) income from rental property, savings, etc.

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