Jeffrey and Katherine want to make sure that their investments are managed in such a way that the growth from their investments and the income from their current salaries will allow them to retire when Jeffrey reaches age 60. Jeffrey is an executive at an established, privately-owned technology company, and Katherine has recently re-entered the workforce.
Susan, age 62, who has recently retired, wants to make sure that her investments are managed in such a way that the income from her investments can fund her current lifestyle, now that she is no longer receiving a salary. She also wants to find an advisor she can trust to manage the day-to-day aspects of investment management, so she can focus on things she enjoys doing.
Susan, age 62, who has recently retired, wants to make sure that her investments are managed in such a way that the income from her investments can fund her current lifestyle, now that she is no longer receiving a salary. She also wants to find an advisor she can trust to manage the day-to-day aspects of investment management, so she can focus on things she enjoys doing.
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Jason T. Micheli began working in the financial services industry in 2002 at Merrill Lynch, where he earned his Series 7 & 66 securities licenses. In 2018, Jason joined Financial Growth Management, an Orange County wealth management firm. In 2019, Jason was named by West Coast Magazine as one of 28 people under the age of 40 who are emerging leaders likely to shape the future of Orange County for years to come.
Our investment management services design portfolios that are carefully constructed to help retirement investors reduce risk, improve returns, and create a reliable income stream. A significant factor in investment returns is the cost of the investments in a portfolio: low-cost investments are expected to provide better net returns than high-cost investments.
Our retirement planning services help you reach your goals without the risk of running out of money. We want to give you confidence and clarity so you can spend time doing the things that are most important to you. A retirement plan is a living and breathing document. We use an advanced financial planning software to build your plan, track its success rate, adjust for life's unknowns, and communicate the results with you in plain English.
Learn about investing, financial planning, retirement, and much more by attending one of our seminars. Our events cover a wide range of topics that can help you take control of your financial future. Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.
In your free retirement assessment, we will show you specific steps you can take to improve your retirement success, optimize your investments, and lower your taxes. During this one-hour meeting, either in our office or virtually via video conference, we will discuss your financial situation, concerns you have, and questions you're looking for guidance on.
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Jason Peterson
Jul 17, 2020
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