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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 and Investment Advisory Services offered through H. Beck, Inc., Member FINRA and SIPC. H. Beck, Inc and DSI Wealth Management are not affiliated. We currently have representatives registered to offer securities and licensed to sell insurance products in the States of AZ, CA, CO, FL, GA, HI, ID, IL, ME, MT, NE, NH, NJ, NV, NY, OK, PA, TN, TX, VA, and WA. This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction. 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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