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Advisor Richard Loek Says People Are Embarrassed About Retirement Savings
People are often concerned about their retirement plan or lack of a plan. The embarrassment mounts until they feel a self-imposed pressure to get in action. We encourage people to get in action now, not later.
By: Onesta Wealth Management, LLC
There’s late and too late and sometimes, there’s just now and you have to deal with it. What’s possible given the information?
Rick Loek, an Investment Advisor Representative based in the San Francisco Bay Area, has worked with many people who are retiring and about to retire. He says, “People come into my office embarrassed. They leave with a greater sense of what they can do with the money they DO have.” Mr. Loek also realizes that peoples’ number one fear is the fear of poverty or running out of money before they die. Mr. Loek goes on to say, “People in their 50s could fully fund IRA's, Roth IRA’s and 401(k)s in order to take advantage of ‘catch-up’
Mr. Loek is the co-founder of Calrima Financial & Insurance Agency and founder of Onesta Wealth Management, LLC. Mr. Loek is a member of Ed Slott’s Master Elite IRA Advisor group whose purpose is to provide ongoing training to advisors who are committed to providing the highest level of care for their clients.
IRAs total roughly $5.2 trillion in total retirement assets across the country. Rick Loek welcomes requests for more information about retirement distribution planning and is well versed in the subjects of the latest tax law updates and Congressional action and tax, IRA and retirement planning strategies.
Calrima Financial & Insurance Agency (2006) and Onesta Wealth Management, LLC, (2012) are independent Insurance and Investment adviser companies. Working together utilizing an exclusive five key element process to help convert client’s possibilities into realities; in other words, Helping Families Thrive. Calrima and Onesta are located in Campbell at 1875 Winchester Blvd, #100, Campbell, CA 95008