Co Planning Group LLC
Retirement Transition Planning Advice You Can Understand
Co Planning Group offers independent, fee-only (no commission) retirement planning and investment advice with straightforward fees. I work with retirees who are approaching retirement, transitioning into retirement, and need to deal with issues such as:
- timing their social security
- determining if they have enough money for retirement
- Transitioning into retirement
- Roth conversions ladders
- Consolidating investment accounts
I also offer multi-lingual service in Cantonese and Mandarin.