Yes, a couple is made up of two individuals. But as the two of you plan for retirement, you need to be thinking as a duo – not as separate people. We explain why this ‘team approach’ is so important and reveal the biggest missteps to avoid.
Nearby Meeting Locations: While our main South Bay office is in San Jose, we have convenient Bay Area meeting locations in Campbell, Fairfield, Petaluma, Pleasanton, Marin, Newark, Redwood City, San Mateo, Santa Rosa, and Walnut Creek.
About Our San Jose Location
Our San Jose team has more than 20 years of providing refreshingly clear investment, financial and retirement planning advice.
Interested in learning more? Listen to Money Matters, our weekly, call-in radio program via podcasts you can download at iTunes or Google Play. Hosted by Allworth founders Scott Hanson and Pat McClain, you can hear them answer questions on topics ranging from investing to estate planning to pension and retirement account management, and more.
Located near the Nimitz Freeway and The Alameda, our San Jose team provides guidance on:
- Retirement and Financial Planning
- Investment Management
- Tax Services
- Estate Planning
Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2019) 1
Barron's Top 50 Independent Advisors in America (2019)4
Financial Times Top 300 Registered Investment Advisors (2019)†
Insights from Allworth Financial
If you’re single, that means all of your retirement planning will fall squarely on one person’s shoulders – yours. We share 5 of the key pieces of the planning puzzle you can’t afford to overlook.
Post-CARES Act clean-up. What plan sponsors need to know about subtle retirement plan changes, updates and things that stayed the same.