Retirement Planning

At Wealth Analytics, our goal is to help you create the most enjoyable stage of your life’s journey.

From a financial standpoint, there are three primary stages in our lives: (1) working and accumulating wealth, (2) considering a transition to retirement, and (3) living in retirement.

Regardless of where you are in these three financial life stages, we can assist in writing your story and crafting a plan that will bring you sustainable success. Our retirement planning services are tailor-made for each life stage, so select the stage below that describes where you are today!


Where Are You?

I'm not retiring yet.

Help me plan for the future!

I want to retire now.

Help me get a plan in place!

I'm already retired.

Help me plan to make my money last!

Hourly Planning

Select one of the three life stages above for details on how our elite San Diego retirement planning firm can help you at any point in your life.

Besides that, understand that we offer hourly planning with our team of financial mentors and planners. The cost of hourly planning is $250 an hour with a 2 hour minimum. Whatever your specific needs are, we look forward to working with you!

Our retirement planning services at Wealth Analytics involve the following considerations:

Building a Model

of expected expenses and income in retirement

Evaluating Strategies

for taking Social Security

Determining Sustainable Withdrawal

from the entire portfolio of investments and meeting IRA required minimum distributions

Coordinating Financial Resources

such as investments, pensions, 401k retirement plans, IRA’s, and savings accounts


the need for long-term care insurance


and updating the plan as needed

It would be nice to have a plan in place that fits our own life vision and desires — a vision that marries making money with doing what we love and inspires in us more hope than dread.– Mitch Anthony, Author of The New Retirementality

Start Your Journey!

With our fee-only financial planners.