If you’re nearing or in retirement, it’s important to think about protecting what you’ve saved and ensuring you’ll have enough income throughout your retirement. After all, you worked hard to get to your 'someday.' So you want to be able to enjoy it without having to worry about money. That means thinking ahead and planning for a retirement that may last 30 years or longer. Find out how much you need to save for retirement in order to finance your lifestyle or philanthropic objectives by requesting a free consultation or by downloading our free eBook. financial planner whittier

While many financial advisors pull from the same pre-canned model portfolios for every client, Ortiz World Wealth creates custom investment portfolios that may feature an active tilt or exposure to Alternative investments. We base your investment selection on your portfolio’s need for growth, yield, and income. We determine your tolerance for volatility, needs in retirement, and timeframes for milestones and goals. Find out how to optimize your investment portfolio by answering a few questions. Start below. certified financial advisor whittier

 

Unlike other advisors and brokers that are incentivized to sell cookie-cutter portfolios, we tailor portfolios to your individual needs and goals. Ortiz World Wealth doesn't sell high-commission investment products. We simply charge a management fee based on the size of your account—so we win when you win.

 

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