RETIREMENT PLANNING

OUR FIRM HAS A SINGULAR FOCUS - OUR CLIENTS' WELL-BEING.

Retirement Planning

It’s never too early to start planning for retirement. A solid financial plan is vital to ensure your golden years are comfortable. After working hard the majority of your life, you want to be able to relax and enjoy retirement. The cost of living is rising, life expectancy is increasing, and Social Security’s value is decreasing. At Mohr Financial Group, our San Diego based retirement planning advisors can help you not only save for your future but also learn how to draw income during your retirement. 

The Lifetime Income Model™

Our Lifetime Income Model™ was created to assess your current finances and develop a retirement income distribution plan that fits your individual goals. This income model helps design a strategy that seeks to improve tax efficiency, minimizes risks, and preserves assets. So regardless of your level of wealth, our San Diego based retirement planning advisors can create a comprehensive strategy that seeks to help you grow your wealth and distribute it according to your personal financial goals. Our team is here to ensure your finances are working for you and that you are on track towards a comfortable lifestyle in retirement.

Time

This segment of the Lifetime Income Model™ determines which assets should be used first. Its goal is to help you meet your current financial needs while strategizing assets so they have the opportunity to steadily grow. This process allocates your assets into a time-sensitive distribution phases, to ensure your income needs are properly addressed.

Need

Need determines whether enough money is saved, while factoring in inflation, longevity, and taxes. These factors impact retirement income needs. Our experienced financial advisors can assess how long your current finances may last and help you plan your lifestyle accordingly.

Tolerance

This aspect of the model analyzes whether your assets are allocated in the right places. Our team of advisors can help manage the volatility of your overall financial portfolio, ensuring it’s diversified by income needs, tax strategies, and asset classes.

 

At Mohr Financial Group, we believe you deserve to have a solid, comprehensive plan that seeks to grow your wealth and distribute it in a way that is right for your individual needs. Our team of San Diego based retirement planning advisors are here to ensure that your financial needs are addressed. Reach out to us today to schedule an appointment.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Check the background of your financial professional on FINRA's BrokerCheck.

The Wealth Advisors of the Mohr Financial Group are also Registered Representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through the Mohr Financial Group, a registered investment advisor.  Mohr Financial Group and Integrated Financial Partners are separate entities from LPL Financial. 

LPL Financial, Mohr Financial Group and Integrated Financial Partners do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.

 

We are licensed to transact business in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wyoming

Jim Mohr: California Insurance License #O678949
Michael Mohr: California Insurance License #OJ20351
Tim Riis: California Insurance License #OB23241
Michael Muniz: California Insurance License #OK34719
Jeff Mortenson: California Insurance License #O818655

Click on the links for a copy of the Firm ADV and Client Relationship Summary.

Contact

Mohr Financial Group

Office: 858.298.2312

Fax: 858.794.9770

12555 High Bluff Drive, Suite 205

San Diego, CA 92130

info@mohrgroup.com

  • Grey Facebook Icon
  • Grey LinkedIn Icon
  • Grey Twitter Icon