Zach Herzog, CEO
Have a Plan!
Ryan Mizer, Managing Director
Office Client Event
Our Book on Retirement for Police Officers
Client Appreciation Event
Zach Herzog, CEO
Our Book on Retirement for Firefighters
Our Whole Picture Retirement Plan Book
Ryan Mizer, Managing Director
Zach & Sue
Our Whole Picture Retirement Plan Book
Zach and Takoda (Our Mascot)
Our Book on Retirement for Police Officers
Zach & Ryan Volunteering
Ryan Mizer, Managing Director
Our Book on Retirement for Police Officers
Our Book on Retirement for Firefighters
Don't have your Social Security Amounts?
Set up your free Social Security account on ssa.gov to get your projected Social Security benefit amounts.
WHAT TO BRING
To get the most out of your visit, please bring anything that applies to you (hard copies or digital):
- Investment Account Statements
- Retirement Account Statements
- 401(K), 403(B), 457(B), TSP, etc.
- Pension Information
- Insurance Contracts
- Annuity Statements
- Latest Tax Return
- Your Social Security Amounts
What to from Your Consult
What happens at the first visit?
We get to know each other, answer any of your questions and find out if it makes sense to schedule a complimentary Strategy Visit. You only need to bring yourself to your Connection Visit. If you would like to get more out of your meeting, you can bring the suggested items above to get our personalized recommendations.
If I already have a financial advisor, can I work with you?
We have clients who have had an advisor for 20+ years, just hired an advisor recently or have always handled their own investments. At the very minimum, we can provide you with a second opinion to see if there is room for improvement. We also provide other value add Retirement Planning services such as Social Security & Medicare Planning.
Is there a charge for meeting with you? How do you get paid?
No. There is no charge for your first visit or building our your Whole Picture Retirement Plan®. We get paid only if we decide to work together, which is why we are selective about who we take on as a client. If we decide to work together, our fee will depend on the size of your investments. We will provide you with clear information relating to our fees during our first visit.
Who would benefit from a meeting and what investments do you work with?
We believe anyone planning for retirement or currently retired will benefit from an initial visit with us. Many of our clients are looking to create an overall retirement plan that focuses on protecting and not outliving their assets, As an independent firm, we do not have a list of products or investments we offer our clients. Every plan we put together is customized to your specific financial needs and we choose investments that we believe are best for your situation. We build and nurture your custom plan so you can enjoy your retirement.
How long is the first visit and where are you located?
Typically a connection visit will last about 45 minutes. We have office locations in Temecula, San Diego and Carlsbad.
