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Retirement Planning

Retirement Planning in Canoga Park

senior hispanic business owner in front of shopChoosing how to plan for your retirement is one of the most important decisions you will make with your personal wealth. Yet because of the complexity involved, it can also feel like one of the most uncertain. How do you know when you've done enough? At Core Family Office, our goal is to provide clarity, insight, and advice to help you navigate your retirement planning and provide invaluable peace of mind as you prepare for the future.

As a family office, we are well equipped to help you understand your options and select strategies that align with your long-term goals. Our experts offer personalized retirement planning in Canoga Park and have ample experience helping business owners prepare for life beyond their working years. Get the reliable help you need to prepare for your dream retirement. Contact Core Family Office and schedule your free 30-minute consultation today.

Call Us: (818) 404-7537 Book a Consultation

Are You Ready for Retirement?

In the modern world, people feel less sure about whether they have enough to retire comfortably. As a business owner, you may be so focused on dealing with your company's daily needs that retirement planning might take a back seat, leaving you unsure of where you stand. Whether your retirement is years away or fast approaching, you may find yourself asking some of these common questions:

  • Have I saved enough for the retirement I want?
  • Will I be able to retire by a certain age?
  • Am I investing my funds in the right places?
  • How will the market affect my retirement savings?
  • Should my spouse and I coordinate our retirement savings?
  • Is my retirement fund capable of handling unexpected events?
  • What should I do about my business when I want to retire?

The answers to these questions depend on the efforts you've made, how close you are to retirement, and most importantly, your dreams for the future. That makes finding the answers difficult without expert guidance. As your financial advisory, we help you evaluate your situation and discuss what steps you can take to put you on the path toward the retired living you desire.

Our Retirement Planning Services in Canoga Park

senior couple meeting with finance advisorWhen you choose a team to help with your retirement planning, you need to know that they have the experience and acumen to provide you with sound advice and proactive strategies. Our family office is equipped to deliver individualized retirement planning that keeps your goals and financial well-being at the forefront of everything we do. We believe that everyone deserves access to retirement planning advice, and we make our services available to all who want or need it.

Personalized Packages

We offer special packages designed separately for business owners and their employees. Each package is structured to focus on the opportunities and challenges unique to these positions. Employees can receive advice on such questions as whether to rollover their 401(k) and the benefits and tax implications of career decisions. For business owners , we counsel you on business matters as well as personal ones, such as preparing your company if you plan to sell it upon retirement or pass it down.

Retirement funds are the most commonly used method of saving for retirement, but the variety of options available can make it difficult to know which type best meets your needs. Our team has significant experience with such funds and can help ensure that you're using them to your greatest advantage. We regularly work with 401(k)s, Roth IRAs, SEP-IRAs, and more.

We start by analyzing your current funds and informing you of how healthy your retirement savings are to this point. We'll discuss your goals and timeline for retirement and offer strategies to optimize these funds. We can also discuss the benefits and drawbacks of different fund types and how you should distribute your money across multiple funds for greater growth opportunities.

Pension plans are a staple of retirement savings and can be invaluable to helping you prepare for your goals. Pension plans are not only for employees; business owners and solo entrepreneurs can also take advantage of these programs. Our team can help you to determine which type of pension fits best with your situation and goals. If you are receiving a plan from your employer, we'll talk you through the details to show you how it fits into your overall retirement strategy and ensure you're reaping all possible benefits.

Your business is an essential part of building your retirement planning, so you'll want to make sure it's safe against unexpected risks. Captive insurance is a viable alternative to traditional insurance, though its function and benefits can be challenging to discern if you've never used it before. We'll help you understand the complete concept and what it has to offer your business.

If you have a substantial number of employees, captive insurance could help lower costs on employee insurance while also providing tax breaks. This insurance can be used to cover numerous diverse risks, and investments with slow payouts can provide extra cash flow by earning investment income on the reserves. Our team will help you see whether this is a cost-effective option for you and walk with you through the establishment process.

Insightful Retirement Planning in Canoga Park

Whether your retirement is a long way off or just on the horizon, our team is committed to helping you find every opportunity to grow your funds and reach your goals. We'll put our expertise to work as we help you achieve a rich and fulfilling retirement. Contact Core Family Office in Canoga Park to start your retirement journey and prepare to make the most of your golden years.

Call Us: (818) 404-7537 Book a Consultation

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