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Retirement Planning

Get on track for the retirement of your dreams.

What does retirement mean for you? When and how you retire depends on many different financial factors.The meaning of retirement is different for everyone. For some, it’s the classic transition from full-time work to leisure time with travel and hobbies. For some, it’s a desire to step away from demanding careers to explore second careers based on passion instead of financial need. Other people don’t know exactly what retirement will look like, but want the freedom and flexibility to figure it out.

  • Am I saving enough for retirement?
  • Where should I be investing money after I max out my 401(k) contribution?
  • Now that I’m retired, how much can I withdraw? Where does the money I need to spend come from?
  • How will a market downturn impact my spending?

Our Fiduciary Promise

We promise to put your interests ahead of our own and to provide transparent and straight forward fee-only services. We are an independent firm with no affiliation to a broker or parent company, so we don’t sell investment products, insurance, or annuities. 

Personalized Investments

Build the portfolio that is
comfortable and right for you and your family. Determine your unique profile.

Custom Financial Planning

Design a plan to define your goals and re-frame the possibilities. Give us a chance to lead you beyond your dreams.

Wealth Management

Get the best advice and options at each financial milestone in your life. Build a legacy of good financial decisions and sound investment management.

We would love to learn more about you.

In addition to our fee-only investment management services, Platt Wealth Management offers financial plans to answer your important financial questions. How close are you now to your goals and dreams? Where do you want to go? How can you get there?

Our four-step financial planning process is designed to be a road map to get you to your destination(s), while providing flexibility to adapt to changes along the route.

We offer stand-alone plans, or our full wealth management program that includes our investment management services. Give us a call today to set up a complimentary review at 619-255-9554.

Knowledgeable and expert.




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