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Retegy

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

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Financial Planning

Luck is where opportunity meets preparation - Seneca

Financial Planning is a process we use to help you achieve long-term life goals through the proper management of financial resources.

  • We start by discussing your goals, what you want to accomplish over the years to come and what values are important to you. That helps us to understand what kind of financial resources you will need to support your goals and what would be the best ways to accumulate them
  • We analyze your current financial situation and your current course of action to see if it needs any corrections to help with your goals
  • Using our expertise in financial markets, potential strategies, and tax regulations, we will put together some options for you to use
  • We work together to develop and implement your long-term financial plan

While any plan itself is a snapshot in time, life is much more complicated. The minute you walk out of our meeting with your plan, things start to change. Some changes are subtle, like financial markets going up and down in their ordinary course of affairs but never precisely matching assumptions of your plan. Some are much more dramatic like marriage, having a baby, or sending your youngest one out to college. Some you know are coming and we will help you to get ready. Some may be sudden and may require you to alter your plan on short notice.

It is a long-term process and we are looking forward to building a great long-term relationship with you to help you over the years to achieve your long-term goals and navigate the challenges that modern life brings.

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Market Update

Market Update (March 2022)

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

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Copyright © 2022 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, Washington, and 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.

 

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