Retegy is 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 in planning first approach to achieving financial success. Check out more about our core services:
We serve client 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 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 best in life.