Giordano Wealth Management Group

CONNECT

Address:

644 North Santa Cruz Avenue Suite 4
Los Gatos, CA 95030

Phone:

(408) 354-5554

Who We Serve

LIVING IN THE NOW

PLANNING FOR FUTURE

PRE-RETIREES

RETIRED

Age 30-45

          Married with young          children

Early in career

Knows little about investing

 

Main Concerns:

Balancing savings and expenses

Managing debt

Investment guidance

Age 45-55

Working professional

Married with children

Intentionally planning for retirement

 

Main Concerns:

Saving for retirement

Paying for children's college

Staying on track with saving plan

Age 55-65

Married with adult children

Working professionals or business owner

Retiring in the next 5 years

 

Main Concerns:

Having enough money for retirement

Retirement timing

Social Security strategies

Cost of healthcare

Lifestyle after retirement

Age 65+

Married with grandchildren

Retired professional or business owner

 

 

Main Concerns:

Needs retirement expertise

Market risk

Plan for asset distribution

Outliving retirement funds