Retirement Planning

Get Your Retirement Plan in Gear

Making the transition from working life to retirement requires not only a shift in lifestyle but also a change in how your assets are managed. As life spans increase, people need income plans that will last for 25 years, or 30 years, or even longer. And with the phasing out of employer-provided pensions, responsibility for retirement planning has come to rest squarely on the shoulders of individuals.

Whether you are just getting started or getting close to retirement, we can help build a plan that will meet your needs. UWM’s retirement planning services include the following:

  • Pre- and post-retirement planning
  • Review of 401(k), IRA, and Roth IRA portfolios and offerings
  • Social Security filing strategies
  • Retirement “bucket” income planning
  • Planning for post-retirement health care costs

Because your future starts with a solid financial plan, some of our retirement planning services may overlap with our Get-In-Gear (GIG) financial planning platforms. Get in touch, and we’ll help you figure out what services and strategies are right for you.


Retirement Planning in Los Angeles, or Wherever You Are

Urban Wealth Management provides retirement planning services to individuals and couple at all ages and life stages. As professional women, we are especially attuned to the unique retirement needs of women, and we specialize in retirement planning for women. Our office is located in El Segundo, California, a short 15-minute drive south of Los Angeles International Airport. Want to talk about your retirement plan? Click here for a complimentary 30-minute chat!