The Retirement Life Saver
About Us
At The Retirement Life Saver, we are a team of experienced financial professionals dedicated to helping individuals, families, and business owners achieve lasting financial security. With decades of combined industry experience, we take pride in providing trusted guidance and personalized strategies that fit your unique goals and lifestyle. Our approach goes beyond numbers—we focus on building long-term relationships rooted in trust, education, and transparency. Whether you’re planning for retirement, looking to grow and protect your wealth, or exploring ways to leave a meaningful legacy, we take the time to understand what truly matters to you. Every recommendation we make is designed with care and purpose, helping you move forward with clarity and confidence.
From retirement income strategies and tax-efficient planning to life insurance and asset protection, our comprehensive suite of services is built to address every stage of your financial journey. We believe that everyone deserves a plan that not only prepares them for the future but also enhances their quality of life today. At The Retirement Life Saver, our mission is to empower you to make informed decisions, enjoy peace of mind, and create the retirement you’ve always envisioned. When you work with us, you’re not just partnering with financial professionals—you’re gaining a dedicated team committed to guiding you toward the financial future you deserve.
Services We Provide
Explore our comprehensive range of financial services designed to help you build, protect, and enjoy the retirement you deserve.
Financial Planning
A comprehensive approach designed to organize, grow, and protect your finances. We create personalized plans that align your goals, priorities, and lifestyle for lasting financial confidence.
Lifetime Income Planning
Helps ensure your retirement income lasts as long as you do. We develop strategies to turn your savings into reliable, steady income throughout your retirement years.
Legacy Planning
Preserve your wealth and pass it on with purpose. Our legacy planning strategies help you protect your assets and create a meaningful financial impact for the people and causes you care about most.
Tax Planning
We help you make the most of your money by identifying smart, tax-efficient strategies that reduce your burden today while positioning you for a stronger financial future.
Social Security Planning
Get the most out of your Social Security benefits. We guide you through timing, claiming options, and coordination strategies to help maximize your lifetime income.
LTC Preparation & Insurance
Long-term care planning helps you prepare for the unexpected. We offer insurance options and strategies to protect your assets and maintain your quality of life in later years.
Benefit Analysis
We review and evaluate your existing benefits, from pensions to employer plans, to ensure you’re making the most of what’s available and aligning them with your broader financial strategy.
TSP Education
We help federal employees understand and maximize their Thrift Savings Plan options. From contribution strategies to withdrawal planning, we ensure your TSP supports your long-term goals.
Services We Provide
Explore our comprehensive range of financial services designed to help you build, protect, and enjoy the retirement you deserve.
Your 4 Steps to Financial Confidence
We believe financial planning should be empowering, not overwhelming. Our simple four-step process turns your goals into action, providing clarity, confidence, and a personalized plan that grows with you.
01
Connect & Clarify
We start with a real conversation, about your goals, your lifestyle, and what financial freedom looks like to you. This is where your vision takes shape and your priorities come into focus.
Next, we cut through the noise. We’ll analyze your current financial picture, identify what’s working, and simplify the path toward your long-term goals with clear, actionable strategies.
02
Strategize & Simplify
03
Implement & Elevate
Once your custom plan is ready, we put it into motion, aligning investments, protection, and income strategies designed to help your wealth grow and your confidence rise.
Life changes, and your plan should evolve with it. Through regular check-ins, we’ll refine and adjust your strategy to make sure you stay on track and always moving forward.
04
Review & Renew
Avoid some of the costliest mistakes people make when electing their benefit options before and at retirement.
UNCOVER FINANCIAL PITFALLS IN YOUR CURRENT FEDERAL BENEFITS PLAN
The FREE Benefits Analysis Report will uncover opportunities to save you thousands of dollars while you work and help you maximize your benefits throughout retirement. This exclusive tool will show you ways to protect yourself from losing hundreds of thousands to market volatility.
TRAINED PROFESSIONALS TO ANSWER YOUR QUESTIONS
-
Knowing what your monthly annuity income will be when you retire.
-
Knowing how Social Security will impact your retirement benefits.
-
Secrets to max your TSP payout.
-
Your Group Life Insurance benefits options during retirement.
-
Making the right survivors' benefits decisions.
Ready to Take the Next Step?
Opening the books...
Our Office
1420 Kettner Blvd
#100
San Diego, CA 92101