Many people have just a vague idea of how much they should be spending and saving to be on track for their retirement, and for most people, they don’t even think about it until retirement is visibly on the horizon. Our philosophy is, the earlier you know, the easier it will be to make the small adjustments today to your daily habits to ensure a secure future and avoid a gap that may require a larger adjustment down the road:
We now offer this valuable service free for qualifying client accounts (minimum of $100,000).
Rainier Trinidad, CFA
San Diego and Coronado’s Fiduciary Financial Advisor
Parabolic Asset Management
206 J Avenue
Coronado, CA 92118
Investment Risk Disclaimers: (i) Investments involve risk and are not guaranteed to appreciate, and (ii) Past performance is no guarantee of future results.