RETIREMENT PLANNING · STONEWATER FINANCIAL
Planning for the longest
vacation of your life.
You wouldn’t leave a two-week vacation to chance or just wing it.
Don’t leave your 30-year retirement to speculation.
No cost. No obligation. Complimentary for pre-retirees.
THE 30-YEAR VACATION
The 30-Year Vacation
Think about the last major trip you took. You likely spent dozens of hours researching hotels, booking flights, and making sure every logistical detail was perfectly coordinated.
Yet, when it comes to retirement, a “vacation” that will last 25 to 30 years, millions of retirees simply cross their fingers, guess at their numbers, and hope they saved enough to live comfortably.
You deserve a structural blueprint, not a guessing game.
A retirement blueprint requires more than just trial and error.
Income Sequencing
Knowing exactly which accounts to draw from first to minimize your tax burden and preserve your principal, so your money lasts as long as you do.
Risk Mitigation
A severe market drop in your first year of retirement can significantly damages your wealth. We stress-test your portfolio to weather the madness.
Your Dedicated
Family Focused Office
We coordinate directly with your CPA and Estate Attorney to ensure your tax and legal documents align with your new chapter reality.
Get Your Pre-Retirement Audit
Are you within 5 years of retiring? Let your Financial Quarterback review your “game tape” before you hand in your notice.
STONEWATER FINANCIAL · Your Financial Quarterback
Stonewater Financial and LPL Financial do not provide legal or tax advice. Please consult your legal or tax professional regarding your specific situation. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.
1800 Century Park East, Suite 210, Los Angeles, CA 90067
Steven Bernstein is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC California Insurance License #0G51436. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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