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Retirement Planning

We believe there are three essential steps to retirement planning and most importantly they must be taken in order:

1. Client and advisor determine the client’s objectives and tolerance for risk through an in-depth interview process.

2. Our advisors will compare the client's objectives with the current portfolio and other assets.

3. Client and advisor explore, agree upon and execute any needed changes.

Personalized Assessment

To drive this retirement planning process, DSI Wealth Management has created a custom retirement assessment which asks targeted questions regarding retirement and cash flow planning for the years after the maximum earning period of one’s life. Topics for the analysis include current knowledge of investments, current and potential health issues and existing plans for distribution.

Experienced Guidance

Our advisors will look at the results of your risk tolerance assessment and goals as well as current state and federal tax implications on current holdings and create a detailed plan of action to work towards helping  reduce current and future taxes, help increase potential returns and help reduce the risk of outliving retirement funds.

*DSI Wealth Management and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Services

  • Retirement Planning
  • Wealth Management
  • Financial Coaching

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 626 919-3456
Fax: 626 919-6127
Toll Free: 800 365-7749

Email: dsiwm.info@divsecs.com 

1000 Lakes Dr. #420 , West Covina, California 91790

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Chad Beck and Joe Rubinstein are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Chad Beck | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0G06032. 

Joseph Rubinstein | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0A68771. 

The financial professionals associated with LPL Financial may discuss 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.

 

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