image
image CERTIFIED FINANCIAL PLANNER™ Registered Investment Advisor CA - Real Estate Broker

415.464.1388
Marin County

 

415.409.0100
San Francisco

over 30 years

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Services

Financial Planning for Retirement

Consultancy

As you approach retirement, you will be making very important decisions about the transitions, changes and new issues you could face. FOR RETIRED ONLY™ will help you analyze retirement possibilities and risks; identifying, prioritizing and addressing short, intermediate and long term goals. » read more

Financial Solutions for Retirement

Investment Advice

Ms. Wolfson, a California Registered Investment Advisor, helps identify the best investment alternatives, strategies and solutions to implement a comprehensive Financial Plan. Each investment plan is tailored to the unique client financial resources, needs and goals. Specific recommendations are only made after an analytical evaluation of the investments and their application to each client’s factors. » read more

Implementation

Through the recommendation of financial products, FOR RETIRED ONLY™ offers assistance in implementing (executing) a plan tailored to your retirement needs and objectives. » read more

Products

Through the recommendation of financial products, FOR RETIRED ONLY™ offers assistance in implementing a plan tailored to your retirement needs and objectives. » read more

Services

  • Analysis of Current financial position
  • Defining & Calculating objectives
  • Income & Expense Analysis (cash-flow)
  • Pre-retirement Transition planning
  • Retirement Projections
  • Financial Plan
  • Risk Management (i.e. Insurance)
  • Retirement Savings Distribution
  • Estate Planning
  • Tax efficiency review
  • Retirement Real Estate Solutions
  • Investment Analysis
  • Portfolio Allocation & Decisions
  • Implementation
  • Monitoring & Review of investments
  • Eldercare Options