Welcome

FOR RETIRED ONLY™ is deeply committed to offering a diverse spectrum of financial services for those preparing for all phases of retirement. Our goal is to enable our clients to make informed and cost-efficient, financial and life planning decisions. We take into account all individual risks, needs and desired benefits.

The role of a Certified Financial Planner is to continuously research, evaluate, provide and suggest the appropriate investment strategies and choices to achieve lifetime and legacy objectives. Our mission is to personally customize a plan of action to facilitate clients’ wishes. The results are long lasting relationships between clients and FOR RETIRED ONLY™, based on caring, honest communications and maximum integrity.

• Pre-Retirement Planning
• Financial Planning for Retirement
• Financial Solutions for Retirement
• Retirement Real Estate Solutions
• Long Term Care Insurance
• Retirement Plan Distributions
• Eldercare Financial Strategies
• Bay Area Reverse Mortgage (Affiliate)

415.464.1388
Marin County

415.409.0100
San Francisco

contactus@pacbell.net

CA Insurance License
#067879

RE Brokers License
#00626005