Unlock Your Retirement Potential
Helping our clients prepare for retirement and what lies ahead.
Your Knowledgeable Guide on the Path to Retirement
Preparing for retirement is a multi-faceted endeavor. There are so many aspects to ponder, organize and implement. Since most people only retire once, they have no experience with this important life milestone, other than maybe watching how friends or family prepared … or didn’t prepare.
Zerebny Financial & Insurance Services is in the business of getting our clients prepared. We been helping clients in Southern California retire and stay retired for more than 30 years! We’ve watched people make a multitude of decisions and live through various economic scenarios. Because of our experience, we have a good idea of what tends to work when it comes to planning ahead and how to spot the pitfalls that tend to trip up aspiring retirees. We want to share our experience and knowledge with you.
Your Unique Path to Retiring with Confidence
Since no two careers follow the exact same path, no two retirements are the same, either. We take time to listen to the client’s needs and help them prepare to transition from the accumulation of assets phase to the distribution assets phase in retirement.
Retirement Income Planning
Insurance Strategies
401(k) & IRA Rollovers
Social Security Maximization
Tax Minimization
Legacy Planning
How to Rock Your Old 401(k) & Avoid Surprise Tax Bills
As a taxpayer and saver, you’ve earned the right to see your savings grow in the most tax-efficient manner possible. Your biggest mistake? Doing nothing at all. Let’s write and rewrite until your retirement income is a perfect harmony, allowing you to rock on!
Your Journey Towards Retirement Starts Here
The process of getting started on a retirement income plan is straightforward when you have Zerebny Financial & Insurance Services as your guide. We stay focused with a series of meetings designed to get to know you, gather important information, and put strategies in place so you can reach your goals:
1. Initial Consult
Meet and discuss current situation and goals.
2. Assess Situation
Take a closer at what is already in place.
3. Propose Strategies
Discuss strategies to enhance your situation.
4. Implement Strategies
Implement agreed upon strategies.
5. Monitor and Review
Review and adjust strategies as needed.
