Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement to help address common retirement planning concerns.
- How much risk is your retirement savings exposed to?
- Will you receive your full Social Security benefit?
- Can you create a retirement income plan that lasts as long as you do?
Do you have access to technology that can make your retirement easier to manage?
At my New Generation Retirement seminar, you will receive answers to these questions and others to help you learn how to prepare for a steady retirement in a changing world.
Is your retirement ready to stand the test of time?
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Audrey West
Founder/Financial Advisor, RFC™
Audrey West is a leading financial advisor based in Newport Beach, California, known for helping individuals, families, and businesses build financial security and sustainable, long-term growth. With a personalized approach, Audrey provides a comprehensive and holistic strategy for every client, ensuring their unique financial goals are planned with precision and care.
Audrey’s clients benefit from access to resources through our affiliation with Gradient Advisors which includes Certified Financial Planners (CFP®), offering a 360-degree approach to wealth management. Her mission is simple: to empower clients with the knowledge, tools, and confidence to make informed financial decisions that support their long-term goals.
Audrey West adheres to a strong foundation of standards of ethics, education, and client care. She is a Registered Financial Consultant (RFC®) and holds the Series 65 registration, which allows her to operate as a fiduciary investment advisor representative. This commitment ensures that every recommendation is made in the best interest of her clients. Audrey’s fiduciary status underscores her dedication to providing objective, conflict-free advice in key areas like Comprehensive Retirement Planning and Risk Management.
Audrey specializes in addressing complex financial challenges for high-net-worth individuals, families, and businesses with the following key services:
- Advanced Retirement Planning (for individuals, executives, and corporations)
- Comprehensive Asset Management and Wealth Growth Strategies
- Wealth Preservation & Asset Protection
- 401(k), IRA and Retirement Account Strategies
- Profit-Sharing Plans
- Strategic Income & Cash Flow Strategies
- Comprehensive Family Protection
- Tax-Efficient Wealth Strategies
Strategic Partner | Samuel Ken Jew, CPA
Samuel Ken Jew, CPA, began his accounting career over 40 years ago, working at Ernst & Young, ADP and Wright Ford Young & Company (the largest CPA firm in Orange County). In 2008, he launched his own firm (SKJ CPA) to provide fractional CFO and tax planning/compliance services, where hundreds of business and individual clients significantly benefit from his expertise and advice.
*The endorsement of the above listed individual(s) is provided by this investment advisor who refers clients for their professional service(s). This investment advisor is not affiliated with them or their service(s).