Retirement Planning for High-Income Earners in San Diego

You’ve worked hard to build your career and savings. Understanding how those assets will support your lifestyle after your paycheck stops is an important next step.

Elisabeth Dawson, a fiduciary financial advisor in San Diego, helps professionals, business owners, and families develop personalized retirement strategies around their goals.

Planning conversations can address:

• How savings and investments may provide retirement income
• How withdrawals from different accounts could affect taxes
• How Social Security fits into your income strategy
• How healthcare costs and family priorities may affect your plan

If you’re earning well but still unsure whether you’re prepared for retirement, Elisabeth’s article, The Biggest Retirement Planning Mistakes High-Income Earners Make, is a useful starting point.

Explore common planning gaps, then take the next step toward understanding your own retirement picture.

Call or text (619) 640-2622 to schedule a conversation with Elisabeth’s team.

2333 Camino Del Rio South, Suite 240
San Diego, CA 92108

Investment advice offered through Copia Wealth Management Advisors, Inc.