* It’s important to know and trust who handles your money. Check the background of Strategic Investment Chico’s professionals through FINRA’s BrokerCheck.

Retirement

Regardless of your age, it’s never too soon to start preparing for retirement. If you already have a retirement plan, we can help you maintain that plan, making adjustments according to your circumstances or changing goals.

If you haven’t started preparations for retirement, we offer comprehensive retirement planning. We will illustrate potential retirement cash flow to help you determine your projected income needs in retirement. From income planning to wealth preservation, we will help you fine tune a personalized retirement plan to fund your golden years.