RETIREMENT PLANNING IN TORRANCE AND THE SOUTH BAY

Planning retirement within the next 5 to 10 years?

Your investments, tax plan, retirement income, and estate plan should work from one coordinated strategy.

SEE IF YOU ARE A FIT

Learn how our process works

TRUSTED BY EMPLOYEES OF

HOW IT FITS TOGETHER

One plan for the decisions that affect everything else.

A tax decision can affect retirement income. An estate plan must align with account titles and beneficiaries. Investment decisions affect the taxes you pay. We help coordinate the pieces.

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Meet Who You’ll Work With

One Coordinated Retirement Strategy

Investments

Estate Planning

Tax Planning

One Coordinated Retirement Strategy

Investments

Estate Planning

Tax Planning

Endeavor advisors working together in a planning meeting

WHY ENDEAVOR

A coordinated team, not disconnected advice.

Fiduciary CFP® planning team

Retirement income and investment management

Tax planning and Roth conversion analysis

Estate-planning coordination

Independent, objective advice

20+

YEARS OF EXPERIENCE

500+

CLIENTS SERVED

CFP®

PLANNING EXPERTISE

FIDUCIARY

ADVICE CENTERED ON YOU

$110M+

ASSETS MANAGED

$110M+

ASSETS MANAGED

OUR PROCESS

A process you can actually follow.

Meet & Greet

Detailed discovery meeting focused on your planning needs and goals.

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Meet & Greet

Detailed discovery meeting focused on your planning needs and goals.

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Get Organized

Bring the pieces of your financial life together so the team can see the whole picture.

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Get Organized

Bring the pieces of your financial life together so the team can see the whole picture.

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Plan Presentation

Review recommendations for your financial plan and investment strategy.

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Plan Presentation

Review recommendations for your financial plan and investment strategy.

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Implementation

Turn the agreed strategy into action and coordinate the planning recommendations.

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Implementation

Turn the agreed strategy into action and coordinate the planning recommendations.

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Ongoing Support

Update the plan as life changes and keep investments aligned with your goals.

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Ongoing Support

Update the plan as life changes and keep investments aligned with your goals.

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Want to see the relationship in more detail?

View Client Relationship Overview

See If You’re A Fit

OUR TEAM

Meet the team behind your plan.

Your lead advisor works with a coordinated team so the major decisions affecting your retirement are considered together.

Senior Financial Advisor

Guides lead advisors and oversees the quality of client service.

Lead Advisor

Your dedicated advisor, working with you one-on-one.

Associate Advisor

Assists in meetings to help keep your planning on track.

Client Service Associate

Your point of contact for fund transfers, rollovers, and moving assets.

Client

This is YOU!

NEXT STEP

Start with a conversation.

See whether Endeavor is the right fit for the retirement you are building.

Endeavor is generally best suited for households seeking ongoing retirement planning and investment management, typically with $500,000 or more available to invest.