We specialize in working with people, like you, regarding Wealth Management Retirement Planning. Onesta Wealth Management is a registered investment adviser located in California. We can service clients across the United States, as permitted by your state.
We are a fee only Registered Investment Advisor. We look forward to connecting with you soon.
These three Brief Videos share Our planning process for working with clients, please enjoy!
Our planning process
Five Key Elements:
Helping Individuals and Families Thrive with Grace & Ease
We have an exclusive five key element design. Like spokes on a wheel, if one element is weak then there may be a pending failure. Wealth Management Retirement Planning can be complex. However, if we could show you a way that makes this process simple and easy – would you be interested?
Overview
The videos below go a deeper about our planning:
1. Income
The fear of poverty is number 1, having your income handled would matter, yes?
2. Taxes
Tax planning - proactive is always best
3. Health
Area 3 is health and extended care planning
4. Estate
Area 4 is getting your documents in order, Living Trust and power of attorney
5. Legacy
Area 5 - providing for the surviving spouse and heirs
We have seen people who have been surprised by the challenges they face in retirement. When the first spouse passes away (dies) the surviving spouse is often tossed into a whirlwind. A whirlwind of paperwork and financial reality checks. We highly recommend a 2nd opinion before one of you dies.
There are many places you can learn more about Our planning process. Google certainly has much information from us including videos on YouTube. And we are growing our Google places listing Our others sites are fully populated with useful information, consider visiting them: iXray Social Security iXray Retirement iXray Tax Solutions Calrima Financial IRA Jedi iXray Annuities