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Retegy

Save Money on Taxes, Invest the Difference, Retire Happy!

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Services Overview

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:

Financial
Planning

Retirement
Strategies

Investment Management

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.

See How We Work

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Market Update

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Market Update (January 2021)

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Recent Posts

  • Market Update (January 2021)
  • End-of-the-Year Money Moves. 2020 Edition
  • Market Update (December 2020)
  • Market Update (November 2020)
  • 2021 Limits for IRAs, 401(k)s and More
  • Why Roth IRA Conversions May Now Be Advantageous
  • FAFSA Applications Are Now Open
  • Market Update (October 2020)
  • Market Update (September 2020)
  • Market Update (August 2020)

Featured

year end image

End-of-the-Year Money Moves. 2020 Edition

By Retegy

401k, IRA Savings

2021 Limits for IRAs, 401(k)s and More

By Retegy

Magnified Roth IRA

Why Roth IRA Conversions May Now Be Advantageous

By Retegy

More Posts from this Category

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Legal

Disclosures

Privacy Policy

Our Office

200 Spectrum Center Drive, Suite 300
Irvine, CA 92618
Get directions
(949) 662-3212
info@retegy.com

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Copyright © 2021 Retegy LLC. All Rights Reserved. Retegy LLC is a Registered Investment Advisor.

Retegy LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Retegy LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible under applicable laws, Retegy LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Retegy LLC does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Retegy LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Retegy LLC or a Retegy LLC authorized representative has been advised of the possibility of such damages. In no event shall Retegy LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

 

ADA Compliance Policy: Retegy LLC is committed to keeping our site compliant with the Americans with Disabilities Act. We welcome feedback on how to improve our site to make it accessible to everyone.