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. 

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. 

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