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.

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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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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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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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Meet Jeff: Financial Advisor

Hi, I’m Jeff Stoffer, financial advisor serving clients in the San Francisco Bay Area since 2008. I founded Stoffer Wealth Advisors during the Great Recession. It seemed at once almost crazy, and at the same time like a calling. People were experiencing great stress and loss and I felt that I could help.

After graduating UC Berkeley with a degree in cultural anthropology, I spent 8 years as a cook at renowned restaurant, Chez Panisse. While I loved it, I found myself becoming increasingly interested in investing. I went back to school, earned an MBA in finance and worked at a couple of large financial advisors in San Francisco.

I longed for something more personal and began to help individuals with investments and financial planning. Despite coming to my profession from an unusual route, it all came together in a unique way. I now call upon my many years’ experience to help people invest wisely and plan for a secure and abundant future.