DR
Decker Retirement Planning, Inc.
Treuhänderische Beratung für eine selbstbewusste, personalisierte Ruhestandsplanung.
5
Business
$$$
Treuhänderische Beratung für eine selbstbewusste, personalisierte Ruhestandsplanung.
Decker Retirement Planning, Inc., mit Sitz in San Francisco, bietet treuhänderische Finanzplanung mit Fokus auf Ruheständler. Kunden loben Brad Geddes für sein Fachwissen, seine Geduld, klare Kommunikation und Pläne, die auf individuelle Ziele und das eigene Tempo zugeschnitten sind. Die Firma legt Wert auf Integrität, Zugänglichkeit und durchdachte Beratung – einschließlich persönlicher Treffen und Video-Meetings –, um Kunden zu einem Ruhestand mit Zuversicht zu verhelfen.
Keine Fotos verfügbar
Maßgeschneiderte Strategien, um Ihre finanzielle Zukunft basierend auf Ihren Zielen und Ihrer Risikotoleranz abzusichern.
Ethische Beratung mit dem Bekenntnis, in allen Entscheidungen die Interessen der Kundinnen und Kunden an erste Stelle zu setzen.
Fachkundige Unterstützung bei der Verwaltung von Entnahmen und Einkommensströmen für einen komfortablen Ruhestand.
Fortlaufende Überwachung und Anpassung der Investitionen, um sie an die Ruhestandsziele und die Marktbedingungen anzupassen.
Flexible persönliche, Video- oder Telefongespräche, um Fragen zu klären und fortlaufende Unterstützung zu bieten.
Gesamtbewertung
Gail Brzeski
It is hard to describe how much more confident I am about my retirement after working with Brad Geddes. I have spoken to many different firms and felt that I would need to be a savvy investor just to converse with them (trust me, I’m not!) When I read about Decker Retirement’s approach to retirement, it intuitively made sense to me. And when I met Brad everything fell into place. Brad is knowledgeable, patient, communicative, straightforward and fun - all the things I needed for a great retirement partner. This is my third year with Brad and my financial path is clear and meets my needs and my pace. I highly recommend you speak to Brad about your future retirement plans. He will open your eyes and create a plan that works for you.
Jill Cooper
Brad Geddes has been my financial advisor at Decker Retirement Planning for over six years. I am now 73 years old and live in the East Bay and in the past, used BART to attend in-person conferences at his office in San Francisco. The Sausalito location is also not far to go by car. Our video visits are convenient and have continued since Covid. Brad has always made himself available to me to discuss concerns or questions about financial decision-making no matter how simple or complicated. He is extremely intelligent, an excellent communicator and kind as well. He projects true concern and decency. He is remarkably patient with all my questions so that I end up feeling heard and secure in my understanding. I am so very fortunate to have found Brad. He is truly an exceptional person and I recommend him to anyone who is looking for an ethical and highly knowledgable financial advisor.
Wai Ng
I first met Brad Geddes in 2019 when I was still working full time. Since I was not ready to retire, Brad told me to contact him when I was ready. I liked it that Brad did not pressure me to sign up for their services right then. I was laid off in 2020 during the pandemic. With all the uncertainties, I contacted Brad for advices. After a few thoughtful discussions on my circumstances, goals and risk tolerations, Brad created and executed my retirement plan. I have been trusting Brad with my retirement planning ever since and can't be happier. Through the years, Brad has shown me what fiduciary financial planning is all about. He and Decker Retirement Planning truly have my best interest at heart. I highly recommend Brad and Decker Retirement Planning without reservations.
James Maxfield
Working with Brian and his team at Decker Retirement Planning has been awesome! The distribution process provided much comfort to us as we move into retirement. Every effort was made to ensure that we understood every step. This team has been very professional and demonstrates a high level of integrity. My wife and I highly recommend Decker Retirement Planning. Thank you for helping us on this journey!
Dr Ron Blake
Brian and his team have been the finest people to work with and I cannot say enough good things about Decker Retirement Planning, Inc. There is nothing more disconcerting than retirement and setting up how you will take care of things. They have been there every step of way, they patiently answer all of our questions and have reassured us and I am so pleased with our plan of action that they put together. You owe it to yourself to check out Decker Retirement!
Beanspruchen Sie Decker Retirement Planning, Inc., um Informationen zu aktualisieren, auf Bewertungen zu antworten und auf Analysen zuzugreifen.
