Retirement Strategies

How can we help with your strategy?

Developing Your Retirement Income Strategy

Our team can help you develop a strategy to protect and grow your retirement income. Saving up money for retirement has taken you time and effort. As a result, you most likely have keeping that money safe as your main priority. Here at Sonoma Financial, it’s our first core value when helping you make a strategy.


It’s never too early to start planning for your retirement. However, you want to make sure you’re aware of all your possible options, and have chosen the one that fits you best. We can help you do that.


Each individual has different needs and goals for their retirement, and a different overall financial situation. Your strategy should be tailor-made for you. So, schedule a meeting with us. We can discuss your situation with you and inform you of ways you may be able to plan for sustainable living in retirement. Additionally, we can take a look at the state of your retirement portfolio. 

Taking a Closer Look at Retirement Income Strategies

You can learn more about ways to save and protect your retirement income by attending one of our seminar events. These events are no-cost, no-obligation, and come with a free gourmet meal. Additionally, we’ll discuss a number of important topics, and answer questions from clients and potential clients. Events tend to fill up quickly, so be sure to reserve a seat.


Some of the topics we discuss at seminars include:

  • How to preserve and protect your assets
  • Strategies for tax-free* retirement income
  • What to do about market drops
  • How to take advantage of tax-deferred wealth transfer
  • Risks associated with traditional investments
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Update Your Strategy

Early in your career, you may have taken more risks. You may have invested money in the stock market, despite the way it constantly fluctuates. However, as you near retirement, your risk tolerance has likely changed, and you’re no longer comfortable with this.


In retirement, protecting your savings becomes your top priority. You may be able to alter your retirement strategy, to do this more efficiently. There’s a way you can earn a steady stream of income, that doesn’t risk the money you’ve already saved. Strategies like this are our specialty.

Finding the Right Retirement Specialist

Sonoma Financial works with clients who we feel can benefit from the services we offer. Not all financial advisors work this way. We, however, always have clients’ best interests in mind. It’s important to meet with a retirement specialist when developing your retirement income strategy. How you manage your money could affect the quality of your retirement over the long term. So, it’s important that you’re aware of all your options and you make the best choice for what your retirement income strategy should be.

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