Retirement Planning Fresno, CA

How does your retirement look? Are you comfortable?

Deciding on the best financial advisor is never easy, especially when it comes to managing your retirement savings. 

The investment industry is full of options. The majority of your options are product based, some are fee based and the rest are fee only. We are fee only financial advisors.  At Blosser Harrison-we're here to empower you and help you prepare for the retirement you deserve.

Your Retirement Plan will help you decide the age and income at which you’ll be able to retire. With you, our Fresno retirement planners will help you with meaningful calculations, without it feeling like a boring exercise. We take into account all forms of your current income, retirement assets, projected rates of return plus the effect that inflation will have on your future purchasing power.

What Is Retirement Planning, You Ask?

Retirement planning is at the core of the financial planning solutions we offer. Using sophisticated retirement planning calculations and what if scenarios, we take into account all forms of your current income, retirement assets, projected rates of return and the effect inflation will have on your future purchasing power.

As cliche as it is, would you go on a long vacation without planning first? At Blosser Harrison we will take the time to understand your situation, retirement goals, healthcare, long term care funding and investment objectives with the intent of building you a road map with a purpose, instead of being just a collection of investment accounts.

All of our retirement planning services are fee only and you will get a written retirement plan along with our written recommendations.

Start Your Financial Plan Now

Our retirement planning can help you with:

  • Discovering your goals, needs and objectives.
  • Plan for retirement living transitions into a new home or retirement center.
  • Cash Management.
  • Cash Budgeting.
  • Tax Planning and RMD's - required minimum distributions.
  • Investment Review.
  • Investment Review.
  • Investment Planning.(Life Insurance, Critical Illness, Accident & Medicare)
  • Trust Planning.
  • Insurance Needs.
  • Long Term Care Funding.
  • Retirement & Assisted Living Needs.
  • Medicaid funding needs and the medicaid application process.
  • Social Security Income Planning.

Additional Retirement Planning Services (Available Upon Request)

Retirement Income Needs Analysis

Investment Inheritance Planning & Required Minimum Distribution (RMD) Management

Estate Planning

Cash Flow Planning & Debt Management

Retirement Insurance Planning

Income Portfolio Design & Management

What is the difference between financial advisors?

Fee Based - Fee based means an advisor is registered with a broker dealer and a Registered Investment Advisor (RIA) firm and can sell you investment products and annuities for a commission but can also earn fees for managing investments. When fee based advisors (AKA Hybrid) sell you investments they are not acting as a fiduciary and they do not have to disclose their compensation to you.

Fee Only - Fee only means an advisor is only registered with a Registered Investment Advisor (RIA) and cannot sell you investment products or annuities for commissions. Fee only advisors can only manage your portfolio and offer financial planning for an hourly or fixed rate. By law, all fees are disclosed to you up front along with any conflict of interest.

Request a Free Retirement Consultation

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