Jason Co
許嘉誠, CFP®
Retirement Transition Planning Advice You Can Understand
I am an independent Fee-Only™ (no commissions) retirement planning and investment advisory firm with experience and specialty serving Mandarin and Cantonese speaking families transitioning into retirement.
- Trusted
- Experienced
- Professional
Why Choose Me
Specialized Retirement Planning
Fee-Only, straightforward and evidence-based retirement planning
Easy to Understand
Straightforward fee structure and investment strategy
Analytical
Evidence-based investing and planning advice
Language Speciality
Experienced in serving Cantonese & Mandarin speaking families
Services
What I do
01.
Ongoing Retirement Planning
I work with retirees who are approaching retirement, moving into the retirement transition, and need to deal with issues like the timing of social security, figuring out whether they’ve got enough money for their retirement, how to do the retirement transition, Roth conversions, and coordinating the consolidation and liquidation of retirement accounts and brokerage.
02.
Income Generation
Discover the right balance between risk and reward, growth and income in order to provide sustainable income for your retirement while keeping control over your investments.
03.
Investment Management
Utilize Vanguard, DFA, Avantis funds, and other no-load and low cost fund providers to build a globally diversified portfolio of stocks and bonds that aims to growth your wealth without market timing or gambling on individual stocks.
As Featured In
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