With PHD Financial, You Can

Protect Your Future and Retire Well

Many retirees and pre-retirees who want to prioritize safety in their retirement strategy will find our approach extremely beneficial. If you’re looking for a retirement professional near Altadena, California, reach out to us. 

We can help you protect your hard-earned retirement savings and retire well.

How safe would your money be in the event of another stock market drop? Furthermore, how much of your assets, if any, are held in “safe money” accounts? Would you be interested in the potential of receiving a guaranteed* income for life? Contact us to discuss your current situation and retirement goals.

PHD Financial

Why People Work With Us

Our clients appreciate that we take the time to get to know and educate them. Throughout the year, we host a variety of educational seminar events where you can learn more. Furthermore, we recognize that there is no perfect “one-size-fits-all” solution when planning for retirement. It’s a complex process that varies from person to person. However, for this reason, we take the time to learn about you, your circumstances, and your objectives. Our goal is to help you keep your finances on track.

You should be able to retire with confidence.
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Read About Our

Three Core Principles

Our three guiding principles for helping you retire well are:

Safety First

For a lot of people, protecting their principal becomes the new main concern as retirement approaches. We understand how important it is to protect your money, so we'll work with you to show you guaranteed* safe money choices that will help you.

Reasonable Rate of Return:**

Do you have to give up the chance to earn a respectable rate of return** in order to protect your money? Fortunately, no. There are strategies available to assist you in attaining a reasonable rate of return** in retirement. All the while, you can keep your nest egg secure.
Contact us to learn more.

Keep it Simple

The financial decisions you make now will have long-term consequences. So, it's critical that you get it correct. Will you be able to retire comfortably? Will you have enough, or will you run out of money? With these questions in mind, it's understandable that many people feel overwhelmed when it comes to planning retirement. Thankfully, we can assist you in your objective of developing a simple, straightforward retirement strategy that will allow you to feel confident about the future.

group of senior friends around the table at a restaurant for an educational seminar on how to retire well
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Educational Seminar Events

We also help retirees and pre-retirees plan for their future by inviting them to our educational seminars.

You can get your retirement questions issues answered at one of these no-cost events, while also enjoying a complimentary gourmet meal. Nothing will be sold during the event, and there is no obligation to schedule a follow-up meeting. That being said, if you live near LA, California, and want to talk with us one-on-one, by all means, reach out to us so we can schedule a meeting. We can discuss your goals and needs and determine what we believe would be the best course of action for you.

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