Dear Friends,

We are fiduciaries here at GEWM and will help you review your individual financial portfolios and customize a financial plan for your family.

Questions to consider now:

• How much monthly retirement income will you need in retirement?
• Is my 401k invested properly for my age group and risk profile?
• Will my Lifestyle change in retirement?
• Should you downsize your home or relocate to another state?
• Do I have market downside protection in my investment portfolio?
• What about your Pension or Social Security benefits?
• Will you leave a Legacy (Living Trust/Estate Planning) to your family?
• Do I have my beneficiaries designated correctly in my life insurance policies and investment accounts?

If these topics are important to you, let's schedule a meeting!

We also work with these retirement plan groups.

LACERA, LAFPP, LACERS, CALPERS, LAUSD, TSP - Federal , State of California, and many more with 401k, 403b, and 457 plans.

Best-

Javier R. Valenzuela

GEWM 626-872-2377 Office

Monday -Friday 9am -4pm