Make a Retirement plan for the future of your finances | San Clemente, California
Vanguard's financial advisors are ready to help you create a retirement plan. Plan now so you can retire in the San Clemente, California, area (or wherever you choose).*Let's make it happen
Wherever you are on your retirement journey, our advisors can help
Planning for the futureWe create a plan with a mix of investments of your traditional and Roth IRAs, as well as individuals and joint accounts.
Tracking your progressWe provide ongoing maintenace and quarterly rebalancing to keep you on course to meet your goals.
Getting ready to retireBefore you retire, you need to make key decisions that can affect taxes and Social Security. We can help.
Enjoying retirementYou made it! Now it's about making your retirement money last. We offer guidance on withdrawal strategies.
Create the retirement you want
A Vanguard advisor can help you plan for the retirement you have in mind. As a first step, think about what your dream retirement would look like.
Here are a few questions to consider:
- Do you want to retire in the San Clemente, California, area?
- Will you downsize your home?
- Will you continue to work part-time or volunteeer?
- Will you travel?
Once you have a picture of what you want your retirement to look like, it's time to work toward achieving it.
Frequently asked questions about Vanguard advice
How Vanguard Personal Advisor Services can help
Have other investing goals in mind?
Vanguard's advice is personalized to your current life stage and most pressing needs-whether you're getting close to retirement, trying to cut costs, or protecting your assets for the long term. We can be your trusted partner and offer specialized planning for those complex topics.
*While Vanguard Advisers, Inc., does not have physical locations in San Clemente, California, our advisors are available to help you.
All investing is subject to risk, including the possible loss of the money you invest.
Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.
The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Form CRS and Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.
Personal Advisor Services does not provide tax advice and we recommend that you consult a qualified tax advisor about your individual situation.