Retirement Planning For Ages 55 And Up
Maximize Income • Reduce Taxes • Protect Wealth
Satori Wealth Management
Satori Wealth Management, Inc. is a fee-only financial planning firm that specializes in providing highly personalized and proactive financial planning and investment management services to business owners, professionals, individuals, and families. Based in Southern California, we leverage the latest technology available to ensure that we can work with clients no matter where they are located, which gives us the ability to deliver the advice you need in the comfort of your own home or while you’re on the go — at nearly any time of the day. Paired with our unique approach of understanding every aspect of our client’s short and long-term goals, we deliver a customized, comprehensive solution providing you with the peace of mind needed so you can focus on the things that matter most.
A Personalized Approach
Knowledge Is The Key
Educating our clients is our passion and we keep things simple by translating all of the financial industry jargon into language you can understand.
A Customized Solution For You
We examine every aspect of your financial situation and your current action plan to attain your goals. Then we develop and implement an integrated and comprehensive plan to ensure you are always making the best financial decisions for your future.
A Fiduciary Approach
You can sleep well at night knowing that we are always looking after your best interests and our relationship is free of any conflicts of interest.
Most people don’t have the time to keep up with changes in the markets, tax law and the constantly changing economic landscape. It is our core belief that clients want to know how these changes directly impact them in a manner that they can understand. We educate our clients throughout the financial planning process and look at every aspect of your financial picture.
- Retirement planning
- Cash flow planning
- Tax planning
- Insurance planning
- Wealth transfer planning
Having the proper investment strategy is crucial to accomplishing your financial goals. In fact, 95% of your long term portfolio returns result from structuring the proper allocation. Instead of listening to a number of analyst opinions attempting to forecast the future, we listen to the academic community, employing years of empirical research in the way your portfolio is managed.
- An academic approach to investing
- Institutional style portfolio management
- Tolerance band rebalancing
- Tax-loss harvesting
- Asset location
Our Unique Simplified Process
Free Financial Evaluation
The purpose of our initial meeting is to get to know one another . We’ll listen to all of your specific concerns and map out areas where you can improve upon your current strategy. Simply put, we are determining whether financial planning makes sense for you. If we can’t add any value above and beyond what you are currently doing, we are still happy to provide you with an objective second opinion.
Create & Implement A Plan
Once all recommendations are understood and you have a clear vision of what needs to be done, it’s time to implement the plan. We provide you with online interactive access to the financial plan that can be linked to all of your financial institutions. This gives you the ability to see how much your spending/saving, your projected current year tax liability, liquidity/debt management and portfolio values.
Ongoing Plan Monitoring
Life is full of changes and many of these changes are unexpected. Whether it be a career change, retirement, birth of a child or a number of other reasons, we want to ensure that we’re there for you when you need advice the most. With the ability to input these changes into your plan and model out different scenarios, we can always help you determine the best course of action so you can get back to living your life.
Whether you’ve had an immediate change with your financial circumstances, or have just started thinking more about organizing your financial life, we’re here to help you take the next steps towards financial success. We’ll assess your overall financial picture and goals and suggest ways for you to improve your financial situation.
Financial Planning has never been easier. Contact us today to get started with your free financial evaluation.