Retirement Planning

Retirement Planning Services

Retirement planning that makes you feel really ready

Retirement is not just paperwork. It’s a life transition. We start with the life you want, then build a clear roadmap for income, taxes, healthcare, and the decisions that shape your next chapter.

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Forbes Best-In-State Wealth Advisor

2024, 2025, 2026

Selected based on a combination of qualitative and quantitative criteria, including industry experience, client service, and assets under management. No fee was paid for consideration. Learn More.

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Five Star Wealth Manager

2025, 2026

Award recipients are selected based on objective criteria, including client retention, industry experience, assets under management, and a regulatory review. No fee is required for consideration. Learn More.

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#3 on Barron's as Top 100 RIA Firms

2025

Barron’s rankings awarded in September 2025 based on prior 12-month data. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.

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#8 on Forbes as America’s Top RIA Firms

2025

Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.

Flintridge Private Wealth is a fee-only fiduciary advisory firm.

What stage are you in?

Still working. Still building.

Balancing career, family, and long-term financial goals can feel overwhelming. We help you create a clear plan that supports your life today while steadily building toward the future. The focus is on clarity, smarter saving, and investments aligned with your timeline.

Ready to turn savings into income?

This is where retirement planning becomes real. We help you transition from saving to spending by coordinating pensions, Social Security, Medicare, taxes, and investments into one clear, reliable income strategy designed for retirement.

Retirement facts that matter.

● 45% feel financially prepared for retirement.

● 42% of Americans are on track to maintain their lifestyle in retirement.

● 45% plan or have retired between ages 60–69.

● 72% expect to rely on Social Security for retirement income.

● 35% say their retirement savings are on track.

Disclosure:

Statistics above are sourced from national retirement research including Empower Retirement Readiness data, Vanguard Retirement Outlook, and Federal Reserve economic well-being reports, reflecting trends in savings, preparedness, and expectations as of 2024–2025.

Retirement Financial Advisor

Why Flintridge Private Wealth for retirement planning?

One plan. One direction.

Retirement is most effective when everything works together. We coordinate investments, income planning, Social Security, Medicare, tax strategy, retirement accounts, and estate considerations into one clear, unified retirement plan.

A paycheck built to last

We design retirement income strategies that account for inflation, healthcare costs, market volatility, and longer life expectancy. The goal is to help you spend with confidence today while protecting your financial future for years ahead.

A fiduciary team that puts you first

As a fee-only fiduciary firm, we are committed to acting in your best interest at all times. You receive proactive guidance, high standards of service, and a steady, relationship-focused team dedicated to helping you navigate retirement with clarity and confidence.

Here’s What Sets Our Retirement Planning Apart

What’s included in our retirement planning services?

Choose the level of support that fits your needs. Many clients begin with a retirement roadmap, then continue with ongoing planning and investment oversight as their life evolves.

1) Retirement Roadmap

A clear starting point for your retirement plan.

● Retirement vision and lifestyle planning conversation

● Personalized retirement income roadmap

● Social Security and pension analysis

● Medicare and healthcare cost planning

● Tax strategy overview (including Roth conversions and withdrawal timing considerations)

● Retirement income (“paycheck”) design

2) Ongoing Retirement Planning

Continued guidance as life and markets change.


● Regular planning meetings and strategy updates

● Investment coordination aligned with retirement income needs

● Required Minimum Distribution (RMD) tracking and planning

● Tax-aware withdrawal strategies

● Ongoing collaboration with your CPA and estate planning attorney

3) Concierge Retirement Oversight

Comprehensive, high-touch planning support. Everything included above, plus:

● Coordination across custodians, employers, and benefit providers

● Family meetings when appropriate

● Legacy and multi-generational planning discussions

● Priority access and enhanced service support

*Flintridge Private Wealth does not provide legal or tax advice. We coordinate with your professional advisors and can refer trusted specialists when needed.

Office Location

Visit Our Pasadena Office

Meet with the Flintridge Private Wealth team for personalized financial guidance and wealth management services tailored to your goals.

Pasadena Office

Flintridge Private Wealth

251 South Lake Avenue

Suite 800

Pasadena, CA 91101

Mon - Fri: 9:00 AM to 5:00 PM

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

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