Hutchinson Capital Management

Financial planning is not what it used to be. If you’re in your 40s and 50s you probably don’t even think of that time down the road when you are able to dial back or change your career as “retirement.” You may refer to this next phase as the freedom to do what you want on your terms or to have financial flexibility. It’s that time when you want to slow down or move on to what’s next for you. How are you supposed to plan and save for retirement when you don’t even know what it’ll be? That’s where we come in. At Hutchinson, we help Bay Area professionals and closely-held business owners who are in the highest earning years of their careers make financial decisions to fund this desired flexibility. Through our comprehensive planning, we: ? Identify what else you can do now and across the next 5-10 years to prepare your family (and your portfolio) for your next phase of life. ? Help you navigate the impact each decision makes on your total financial plan, and guide you as your life presents choices to address. ? outline what it takes to maintain your lifestyle as exit the fast track, and ? Help you invest prudently to preserve and grow your capital. We are in business to deliver great advice that gives you the confidence you need to make decisions….all backed by a solid financial plan and sound investing. As an independent fee-only financial planning and investment management firm, our sole motivation is to help you secure your financial wellbeing and enjoy your life. Hutchinson Capital Management is registered with the Securities and Exchange Commission (SEC). Our goal is to preserve and grow the wealth of our clients, while exceeding their expectations for personal service. Typically, our financial planning and investing relationships start with at least $2 million of investable assets.

网站

https://www.hutchinsoncapital.com

Hutchinson Capital Management的外部链接

所属行业

投资管理

规模

2-10 人

总部

San Rafael，CA

类型

私人持股

创立

1995

领域

Wealth Management、Retirement Planning、Tax Efficient Investing、Value Investing和Financial Planning