Our planning process is unique to each person

Fiduciary or Suitability standardWe 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!

Five Key Elements: (these videos go a bit deeper about our comprehensive planning)

Helping Individuals and Families Thrive with Grace & Ease

[su_lightbox src=”https://www.youtube.com/watch?v=mBHDHb-LZ84?autoplay=1&rel=0&showinfo=0″]

Our planning process
Click to view an overview of our Five Key Elements or see each one below

Click to view an overview of our Five Key Elements or see each one below[/su_lightbox]

Our planning process

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?

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.

  1. Income [su_lightbox src=”https://www.youtube.com/watch?v=GaIwLfkHUPc?autoplay=1&rel=0&showinfo=0″] The fear of poverty is number 1, having your income handled would matter, yes? [/su_lightbox]
  2. Taxes [su_lightbox src=”https://www.youtube.com/watch?v=aTXySyuYisk?autoplay=1&rel=0&showinfo=0″] Tax planning - proactive is always best [/su_lightbox]
  3. Health [su_lightbox src=”https://www.youtube.com/watch?v=37xfF0iKA14?autoplay=1&rel=0&showinfo=0″] Area 3 is health and extended care planning [/su_lightbox]
  4. Estate [su_lightbox src=”https://www.youtube.com/watch?v=Hd84FF1a0RU?autoplay=1&rel=0&showinfo=0″] Area 4 is health and extended care planning [/su_lightbox]
  5. Legacy [su_lightbox src=”https://www.youtube.com/watch?v=J4rUT5vwEyk?autoplay=1&rel=0&showinfo=0″] Area 5 - providing for the surviving spouse and heirs[/su_lightbox]

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

As we add more content to this site we would like to keep you informed.  If you would like to be kept updated on all that we are up to you can add yourself to our newsletter. It is as simple as filling in the form to the right.

We will gladly send you any of our booklets.  We have booklets on Avoiding IRA Distribution Mistakes, Annuities, Life Insurance, and even have a booklet on Social Security planning. 04 Privacy Policy Notice 2012  – our official privacy notice 05 Form ADV Part 2A 2B  – our official ADV Part II Brochure