Preparing for Retirement in Today's Market
Our San Diego Financial Planning Team has developed a Webinar for the first 100 people that register in which we will cover:
- Are you on track for retirement?
- What to do with your 401(k)
- Roth Conversions
- Tax Strategies
- What Risk is your Portfolio Taking
*Bonus
Josh and Frank are opening 15 spots in their calendar during the next 2 weeks to perform complementary Retirement analysis, Monte Carlo simulations, along with a stress test of your current investments for the first 15 attendees that schedule a consultation which is a $2,500 value.
As Seen In:
Speakers:
Joshua Stipcich, AIF®
Josh Stipcich is the co-founder of Tidemark Financial, providing his expertise in retirement planning through client-specific advice and guidance to accomplish financial goals.
For nearly 15 years, Josh has been specializing in helping clients understand their retirement accounts, social security, pensions, as well as medical care. In addition to his emphasis on retirement income planning, Josh executes Tidemark’s business development through office operations and implementing internship programs for students who seek a hands-on experience in the financial services field.
Josh’s career in the financial services industry began after earning his Finance degree at Montana State University in Bozeman. After servicing clients as a credit specialist at a major bank, Josh moved to San Diego to pursue his profession as a financial planner. Josh and his wife, Tami, have two children Liam & Mila.
Frank Alvarez
Frank Alvarez specializes in providing financial advice and plans to Engineers. As someone who enjoys math and detail-oriented work, Frank recognized his natural fit for working with professionals who value facts and results based on underlying numbers.
Frank earned a bachelor’s degree in economics at San Diego State. He is Bilingual in Spanish and English, committed to offering professional financial advice to a wide range of clients, as well as being a dedicated volunteer in his church’s ministry for the homeless.
About Us:
Tidemark Financial Partners is an independent wealth management and comprehensive financial planning firm. Our specialty is developing holistic retirement plans that incorporate your unique employer benefits. Our team is dedicated to the specific guidance that can answer your questions and help provide your family with confidence.
Success for our clients takes a long-term relationship, learning about you and your family, your goals, values, both today and the long term. Then applying that relationship to a deep understanding of your specific industry. No matter who you are and what life stage you’re in, we can help you define where you are today and where you see yourself tomorrow.
