Our key focus is helping those nearing retirement understand and prepare for retirement.
Ron Mendoza, a seasoned financial advisor since 1988, specializes in retirement planning. With extensive experience, he helps retirees and pre-retirees protect their principal, avoid financial mistakes, and achieve their retirement goals. Ron's expertise includes tax reduction, maximizing social security income, and enhancing financial protection. Trust Ron to create a solid retirement plan for a secure future.
You’ve worked your whole life and now retirement is just around the corner. As exciting as that is, it also brings up serious questions about this next phase of your life.
How will you replace your paycheck when you stop working?
How do you know if you have enough money to live the retirement life you want?
How can you make sure your money lasts as long as you do?
If you have a spouse, will their retirement still be okay if you pass away early? Retirement Financial Planning is different than the planning you have done for the past 30-40 years. Going through our process can help answer your questions and address the concerns you may have.
What We Do?
Our underlying retirement planning philosophy is, In Retirement Losses Hurt you More than Gains Help you™.
It’s not enough to simply leave your money in the stock market and hope the next 40-50% market correction doesn’t hit right when you are planning to retire… or worse, after you retire!
The most critical element to a successful retirement is your ability to have income for life. Our goal-based financial planning process is designed to help you obtain the income you need in order to meet the goals you have set for your retirement.
How We Help?
Finding creative ways to protect and grow the assets of our clients is our passion. We especially enjoy helping each new client bring together the many pieces of their retirement into a completed puzzle. Our specialty is creating investment strategies that are designed to maximize portfolio performance based upon your investment objectives, time horizon, and risk tolerance.
We go deep into retirement financial planning. Our advisors take the time to understand your situation and goals to create a confident, effective plan.
Education: Retirement Planning 101
Our Approach Is Straightforward: It’s A Hands-On Deep-Dive Into All The Nuances Of Retirement Financial Planning.
Register for a Class
We offer intensive, hands-on retirement planning classes at different colleges and universities throughout the greater Los Angeles area. Attendees of our classes receive a complimentary, in-depth written retirement plan with no obligation. Join us in person to gain valuable insights and create a tailored retirement plan to secure your financial future.
OUR CLIENT-CENTRIC PHILOSOPHY
At New Day Financial, we take our responsibility to our clients personally, treating each and every portfolio as if it were our own. We do everything in our power to make sure that you feel like you have a “financial-concierge” at your fingertips. Through our comprehensive and holistic approach, we can assure you that all financial strategies will be evaluated and nothing will be forgotten or left on the table.
While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward-thinking that is paramount to the client experience. We welcome the opportunity to introduce you to our brand of tailor-made services and individualized attention.
This is what we do, and we do it well.