Your Free Retirement Assessment™
A 3-step process to help you evaluate our services and make an informed decision about working together.
- Tax Return Analysis
- Investment Analysis
- Retirement Answers
We are retirement planning experts and do our best work with:
Aged 50+
Retirement investors age 50+ who are retired or close to it.
$1 Million+
Diligent savers with investments over $1 million. (Excluding real estate.)
Expert Guidance
People who value expert help because retirement is too important.
Your Free Retirement Assessment™
A 3-step process showing how you can improve retirement success + lower your tax bill.
Schedule 20-Min Call
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise.
After all, you wouldn’t see a Cardiologist if you needed foot surgery!
Team Meeting
Like a doctor, it’s important to diagnose before we prescribe.
The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.
Review Assessment
With your Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.
In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Think About It!
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."
Step #1: Schedule 20-Minute Phone Call
Still Have Questions? Keep Reading...
Yes! While many of our clients are in Southern California, we work with retirement savers all over the United States.
Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom.
Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.
We are a commission-free (a.k.a. fee-only) retirement & tax planning firm. Our fees depend on your needs and complexity and are a transparent line item on every statement.
Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not Define Financial.
One transparent fee includes the management of all your investment accounts + ongoing retirement and tax planning. Our goal is to lower your taxes, invest smarter, and create reliable income in retirement.
Scheduling your first phone call with us and going through our Free Retirement Assessment™ process will help you make an informed decision about working with our firm and others you may be considering.
We do our best work with people looking for a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.
If you need help locating a financial planner who offers these fee options, send us a note and we will do our best to get you in the right hands.
There are three really important things about our firm that separate us from others:
1. All we do is retirement planning. We are retirement specialists with a simple goal of making sure you don't run out of money.
2. We limit the number of new clients we take on to deliver massive value and personalized service.
3. We invest in industry-leading technology to simplify our clients' lives and make retirement easy.
Great question! But first, let us explain why you shouldn’t hire us.
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.
But if you’re interested in things like lowering your tax bill, investing smarter, and creating a reliable income stream in retirement, you’re in the right place.
Step #1: Schedule Your 20-minute Phone Call
The purpose of this call is to answer your questions and ensure our expertise matches your needs.
Not quite ready to schedule an appointment? That’s OK!
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