Live Chat Software AFFLUENCER FINANCIAL: Los Angeles Retirement Advisor and Planning
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Affluencer financial is a fee-based financial planning firm headquartered in Los Angeles, California. We do not make investment decisions on behalf of clients; rather we provide comprehensive advice and solutions without encouraging you to buy products. In fact, we do not manage securities nor are we affiliated with any investment firm that provides us management fees based on the purchase or trade of stocks, bonds, or mutual funds. We simply provide clients with unbiased, independent, objective advice on their personal financial goals. *Affluencer is not a securities firm, "Investments" refers to fixed products and real estate. Fiduciary engagements must be agreed upon and approved by both parties in writing. 

"I WANT TO RETIRE"
  • When can I retire and still maintain my quality of life?

  • How much money do I need to save before I can retire?

  • How long will my money last?

  • Am I taking too much risk in my savings and investments?

  • How much cost is being taken out of my investment accounts?

  • Do I need to save more or spend less?

  • When is the best time to take my Social Security income?

"I'M ALREADY RETIRED"
  • Am I taking too much risk in my investments?

  • What could I do to increase my retirment income?

  • Will my savings last for my lifetime?

  • How do I reduce the taxes on my retirement income?

  • Where is the best place for me to put my money?

  • How do I deal with long term care?

  • Should I sell my home?

Whether you are already retired or thinking about it, meeting with a Los Angeles retirement advisor is one of the most important steps you can take in securing your financial life and making sure that your money lasts much longer than you do!  At Affluencer Financial, we believe that retirement planning is one of the most important areas of personal finance. In fact, we have dedicated most of our attention to it.  We help clients get a better understanding of their financial situation by educating them on their options and giving them a clear roadmap on achieving their goals.  We specialize in helping you with Social Security income decisions, Pension option decisions, 401k decisions, Savings goals, IRA accounts, where to draw money from and how to stretch your money for as long as possible with minimal risk.  Visit our testimonials page to see what past clients have said about their experience. 

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401K

IRA

SAVINGS

PENSION

ANNUITY

LONG TERM
CARE