Retegy is a Retirement Strategy and Financial Services company
We are independent fee-only financial services firm located in Irvine, California. We specialize in financial planning, retirement strategies and investment management for people who are approaching retirement or are early in retirement and work a lot with professionals and small business owners like real estate agents, mortgage brokers and small to medium size real estate investors.
We believe planning is the first step in achieving financial success. Our core services include:
We serve clients all over the United States. If you are close by, you can meet us in our office, or if you are in a different state or Southern California traffic keeps you away, you can meet us online. We use video conferencing and screen sharing to make this experience as close to an in-person interaction as possible.
We will strive to provide competent and prudent expert advice. We honor Fiduciary Principles to act in the best interest of every client. Our goal is to provide you with our expertise and help you achieve the best in life.
Start today! Schedule a short online strategy session where we can share with you top financial strategies that can help you achieve your financial goals in any market conditions.
We are looking forward to working with you!