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Retegy

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

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How We Work

How We Work

Our process is about you. It is designed to help you reach your goals and to achieve more in your life. It is about your dreams, your hopes, your goals, and your values. It is about helping you to navigate the different challenges you may face. To succeed we need to build long-term relationships with you and your family.

Free introductory session

We start by spending some time together so we can learn more about each other and see if we would be a good fit for each other. We want to learn about you, what your goals, values, and concerns are. What do you want to accomplish and how we can help you reach your dreams? You also should be having a lot of questions. Please, bring as many questions as you can. Money may be a hard topic to talk about, and you must be comfortable discussing your finances with your advisor. Together we will need to build productive relations. It is the best way your advisor can help you.

This session is free. There are no obligations to move forward if you are not sure our services can help you.

Strategy

Once you decide to move forward, we will go through several sessions where we discuss different aspects of your financial strategy. We hope it will be both interesting and help you learn something new. We want you to be comfortable with your selected approach and understand how it works. At the end of the day, this is your strategy, and you will live with it.

Putting it all together

Once we know what we need to do, it is time to start putting it all together. There are areas of implementation like investment management we can help you with. In some cases, we will be happy to coordinate with other professionals like your CPA, estate attorney, insurance agent or real estate broker. If you need help selecting one, we would be glad to introduce you to our network of first-class professionals in these areas. In some cases, you will need to do the work yourself. We will help you with the information you need to do your homework.

Going forward

As our lives move on, your financial strategy will never be cast in stone. Sometimes, it is just a simple question that we can take care of with a simple phone call. Sometimes, our lives take a turn and you’ll need to see if your financial strategy must be updated to reflect the new reality. Please make sure you give us a call when planning to adjust your course or have changes in your life. Let’s get together. At a minimum, we will need to get together once a year. It can be in person or online and we’ll review what happened during the year, look at your goals, and see if we need to make any changes.

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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

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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

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Disclosures

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Our Office

200 Spectrum Center Drive, Suite 300
Irvine, CA 92618
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(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.