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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.

*Tax and accounting services are not offered through H. Beck, Inc.

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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Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. DSI Wealth Management Group Inc., is not affiliated with Grove Point Financial, LLC or its subsidiaries. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Click here to view Form CRS. The financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. California Insurance License Number: 0A68771

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