Financial Wellness Resources

The journey to financial freedom is best taken with a roadmap.

46% of people chose a savings account as their primary way of saving for retirement, 30% chose 401(k) accounts and 14% chose traditional or Roth IRAs.*

Financial Planning

Whether you’re twenty or 60, there’s no time like the present to put together a financial plan. Retirement doesn’t mean you stop doing what you love, it means having the means to choose how you spend your time.

Creating a financial plan is easier than you think. Our experienced advisors can show you the way forward, from investment goals to tax planning that makes sense for right now and down the road when you’ll want to access all the money you’ve saved.

Set Goals
Important
Remember why you’re saving! Having clear goals can keep you on track.
Budget Wisely
Pro Tip
Budget for your lifestyle, you’ll be more likely to stick to it.
Retire Right
Reach your goals
From social security to your 401k, know what you need to retire comfortably.

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VISIT OUR FINANCIAL WELLNESS RESOURCE PAGE

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Investment Management

Investing focused only on your success. The better you do, the better we do, we are RIAs. Our #1 priority is to help you achieve the retirement goals we set out with you in our initial financial planning meeting.

Stocks & Bonds
Traditional investments: how do you choose the right balance?
401k
How much should you contribute and what happens when you take money out?
529s
Saving for your kids’ future, how does it help you today and them down the line?

Beyond the 401k

Tucking money away into your 401k is a great strategy to plan for retirement. But what else can you be doing to plan for the future? There’s more than one way to get where you need to be, among your options are:

Your HSA

Health Savings Accounts (HSAs) are a great way to reduce your tax burden because contributions to an HSA are taken pre-tax and withdrawals are tax-free for qualified health care expenses.

Roth IRAs

Traditional IRAs:

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CONTACT US

533 S Vinewood Street
Escondido, CA 92029

(858) 216-4144
info@retirementdna.com

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Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). RetirementDNA and Resources Investment Advisors are separate entities from Triad Advisors, LLC. Please note the other companies referenced on this website are separate entities from RetirementDNA and Resources Investment Advisors and are not authorized to provide, and do not provide investment advisory services.

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