Retegy LLC
We are an independent
fee-only financial services firm in Irvine, California. We specialize in
financial planning, retirement strategies, and
investment management. We work with people approaching retirement or early in retirement.
A lot of our clients are professionals and small business owners like real
estate agents, mortgage brokers, and real
estate investors.
We strive to provide competent and prudent expert advice. We
honor fiduciary principles to act in the best interest of every client. Our
goal is to provide you with our expertise and help you achieve the best in
life. Our advice is unbiased. As fee-only advisors, we do not accept
commissions or any compensation based on financial product sales and do not
have conflicts of interest typical to commission-based compensation models.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.