Why Plan Your Retirement with Lifestyle Financial?
Comprehensive. Customized. Compassionate.
Retirement Budgeting
We help you forecast your retirement expenses, creating a budget that respects your lifestyle choices and the memories you wish to create.
Social Security Counseling
Optimizing your Social Security benefits is crucial. We guide you on when and how to apply, ensuring you capitalize on what you’ve earned.
Investment Strategies
We align your investment portfolio with your retirement goals, striking the right balance between risk, return and comfort for your peace of mind.
Healthcare Planning
Future healthcare needs shouldn’t be a dark cloud. We’ll explore your options, including insurance and health savings plans, to secure your well-being.
Estate and Legacy Planning
We assist in safeguarding your legacy, ensuring the smooth transition of your assets, and the continued care of your loved ones according to your desires.
Tax Efficiency
Our strategies include efficient withdrawal practices and income solutions to reduce tax liabilities, maximizing your retirement funds.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Charles Sosa and Zachary Rayman are registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.?
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Office: (800) 834-2250
Fax: 949-241-8569
200 Sandpointe Avenue
Suite 160
Santa Ana, CA 92707
Series 7 and 66 held through LPL Financial.
Website developed & maintained by UpTree Group, LLC.
