Retirement Planning Services for Individuals
Have you been saving for retirement? If so, do you know how much? Is it going to be enough to last for your whole retirement, or do you run the risk of outliving your savings? Will there be anything left over to pass on to your children and grandchildren? Are your investments too risky, too conservative, or just about right? Not really sure?

Don't worry (too much) you're not alone and we are here to help.

Whether you're just beginning your career or have spent a lifetime working hard and saving for the future, we'll guide you step-by-step through the retirement planning process and help you develop a comprehensive savings and investment* strategy that will get you on track and heading towards the retirement you and your family have dreamed of.

The diagram below outlines the retirement planning process we use with each of our individual and family clients. Clicking on each section will take you to a brief description of each step in the process.

OUR COMPREHENSIVE RETIREMENT PLANNING PROCESS
Step 1: An Initial Meeting to Discuss Your Goals
During our first meeting we will sit down and discuss your retirement goals. If you are a new prospective client to our firm, this will be a good chance to get to know each other. I'll get to learn about your retirement goals and your general financial situation, and you'll learn more about the comprehensive retirement planning process I use. If we are both feeling comfortable about going forward, we'll move on to step two.

Step 2: Gather Data and Analyze Your Needs
The second step in the retirement planning process is to gather that hard data I'll need in order to analyze your current financial situation and project your needs for the future.

Step 3: Develop a Comprehensive Retirement Plan
Once we know exactly where you are currently at financially, and where you want to be in the future, we'll then be able to put together a retirement plan for helping you get there.

Step 4: Present the Plan for Approval and Changes
After analyzing your situation I will design a set of recommended strategies tailored to your unique circumstances and goals. Once my plan is complete, I will present it to you for your review, adjustments, and/or approval.

Step 5: Execute the Investment* Strategy
It's not enough to just come up with a good plan, we also need to implement it. Whether it's rolling over an old 401(k), opening a new IRA, or consolidating accounts, I can walk you through each step in process and keep you up to date on our progress.

Step 6: Monitor and Adjust the Plan as Needed
Retirement planning is not a one time event, it is an ongoing process. What may have been an excellent plan in the past may no longer match your changing financial circumstances or current market dynamics. We'll discuss your options for ongoing guidance and analysis.

Contact Us Today!
To learn more about our comprehensive retirement planning process and how we can help pursue your personal financial needs, please contact us during normal business hours at 714.821.6393 or
click here to fill out an online information request form.
  
 
 
 
 
 
 
 
 
 
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Shaun Black is a registered representative registered to transact business with clients in California. ^Shaun Black is advisory licensed in the following states: California. Shaun Black is also an insurance agent licensed in California - insurance lic. OF45986. Jelena Black is a registered representative registered to transact business with clients in California. Jelena Black is also an insurance agent licensed in California - insurance lic. OE88261. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. *Securities offered through H.D. Vest Investment Services (sm), Member: SIPC, ^Advisory Services offered through H.D. Vest Advisory Services (sm), non-bank subsidiaries of Wells Fargo & Company, 14241 E. Firestone Blvd. Suite 400, La Mirada, CA 90638. Phone (714) 821-6393 • Fax (714) 876-0753. Investments and insurance products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate and may lose value. © 2004-2008 Black and Associates LLP • Los Angeles and Orange County California