• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Financial Growth Management

Financial Growth Management

A fee-only Orange County California Registered Investment Advisor. As a financial advisor, we offer investment management, tax planning, and retirement solutions.

  • About
    • Success Stories
    • Meet the Team
  • What We Do
    • Investment Management
    • Social Security Timing
    • Tax Planning
    • Retirement Planning
  • FREE FINANCIAL ASSESSMENT

Case Studies

Case Study 2: Retired

Susan, age 62, who has recently retired, wants to make sure that her investments are managed in such a way that the income from her investments can fund her current lifestyle, now that she is no longer receiving a salary. She also wants to find an advisor she can trust to manage the day-to-day aspects of investment management, so she can focus on things she enjoys doing.

Read moreCase Study 2: Retired
Retirement Case Study 1

Case Study 1: Nearing Retirement

Jeffrey and Katherine. Ages 52 & 48. Jeffrey and Katherine want to make sure that their investments are managed in such a way that the growth from their investments and the income from their current salaries will allow them to retire when Jeffrey reaches age 60. Jeffrey is an executive at an established, privately-owned technology company, and Katherine has recently re-entered the workforce.

Read moreCase Study 1: Nearing Retirement

EMAIL

hello@financialgm.com

PHONE

(714) 243-4340

LOCATIONS

Serving clients nation-wide from Southern California

Learn more about this advisor’s background on FINRA’s BrokerCheck.
Important Disclosure Information | CC Attribution 4.0 | Form ADV Part 2
Copyright © 2023 · Financial Growth Management, Inc. · All Rights Reserved