Retirement Planning

In 5 minutes, find out how your investment, estate and protection plans measure up.

The Big Day: Retirement, and the Days That Follow

We know you have many questions about retirement and whether you are 5 or 10 years away, or already there, we can help educate you on your options:

  • Prioritize your goals

  • Build and monitor investments options

  • Plan for the unknown

  • Implement your cash flow needs

  • Assist in creating a lasting legacy

  • Develop a plan with steps for execution

Contact us now to get started or to discuss you goals with one of our professionals.

Post Retirement

Just because the big day is behind you doesn’t mean planning has stopped. In Ken Stern & Associates’ eyes, the fun is just beginning. We must plan for the unexpected, bring children into the conversation about legacy. What happens when your spouse dies? How do you want to be remembered? When will Uncle Sam come knocking for his fair share?

Call us today at 800-529-2884 and we will help you plan for the unexpected.

Your Money Score

5 minutes is all it takes to measure your financial strengths and weaknesses, with more importantly, a path for improvement.

Ken Stern & Associates (“KS&A”) is an SEC Registered Investment Adviser. However, such registration does not imply a certain level of skill or training and no inference to the contrary should be made.Asset Planning Solutions is a Licensed Insurance Agency CA Insurance # OB95262

KS&A and its employees are not tax professionals, information provided in this publication is not to be considered tax advice.
KS&A recommends that you consult a tax or an estate planning professional if you feel that these services are necessary for your situation. Information provided reflects the views of KS&A as of the date of this presentation. Such views are subject to change at any point without notice. KS&A obtained the information provided herein from third party sources believed to be reliable but it is not guaranteed. Information contained herein is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No investment decision should be made based solely on any information provided herein. KS&A has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is no assurance that any financial strategy will be profitable or successful in achieving your financial objectives. Investments in foreign securities may be affected by currency fluctuations, differences in accounting standards and political instability. These risks are more significant in emerging markets (or concentrations within a single country) and are subject to greater risk of loss and volatility and may not be suitable for all investors. Past performance is no guarantee of future returns.
This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or exempt from registration.