FINANCIAL PLANNING FOR RETIREES and EARLY RETIREES

Freedom, It's why you plan

About us

At Better Planning Better Life, we specialize in taking our clients to and through early retirement or retirement. We help our clients spend and experience more all while paying fewer taxes, because with better planning you can have a better life in retirement. To learn more, you can listen to my Podcast here.

If you have better planning,
you will have a better life.

-Captain Obvious

Check the background of investment professionals associated with this site on FINRA’S Brokercheck.

WHY BETTER PLANNING BETTER LIFE?

Fiduciary

We are legally bound to put your interests first.

Comprehensive

Better planning means our strategies engage all 5 domains of financial planning: Investments, Income, Insurance, Taxes and Estate Planning.

CFP®

Only 25% of US Financial Advisors are Certified Financial Planning™ Professionals.

Contact us.

Phone: 562.456.0555

Visit us

Office Location

311 Main St, Suite 14
Seal Beach, CA 90740

Phone
562.456.0555