The Retirement CoachSM is an independent financial services company without any conflicts of interest. We believe in sophisticated investing where the traditional stock to bond allocation is outdated and diversification beyond traditional asset allocation is essential for success. The Retirement CoachSM believes a portion of assets should be allocated into alternative asset classes to help offset risk in volatile markets while continuing to seek growth throughout all market conditions. 2022 was a great example on why alternatives should be considered for proper allocation. Please let us know if you are interested in learning more on how you can re-allocate your existing portfolio into alternative asset classes like multi family, industrial, self storage, private equity and more.

  • With Stocks Breaking Records And Crises Unfolding, What’s An Investor To Think

    With Stocks Breaking Records And Crises Unfolding, What’s An Investor To Think

Who We Are

Who We Are

The Retirement Coach is here to help you meet your personal financial goals and overcome any difficulties you encounter.

What We Do

What We Do

The financial management process at The Retirement Coach begins with YOU: we start by performing an in-depth evaluation of your current lifestyle and financial situation.

Will I Have Enough?

Will I Have Enough?

We help you develop a solid plan to meet your education, insurance and retirement goals.

Watch Our Educational Videos

With Stocks Breaking Records And Crises Unfolding, What’s An Investor To Think

With Stocks Breaking Records And Crises Unfolding, What’s An Investor To Think

Earnings Estimates Brighten Stock Market Outlook

Earnings Estimates Brighten Stock Market Outlook

Have You Logged In To Social Security Yet

Have You Logged In To Social Security Yet

Office Space Triggering Turmoil In Commercial Real Estate

Office Space Triggering Turmoil In Commercial Real Estate

The Labor Market Is Just About Right For A Goldilocks Economy

The Labor Market Is Just About Right For A Goldilocks Economy

The Outlook For Investors

The Outlook For Investors

Analysis of 73 rolling 25-year periods from 1926 to 2022

Analysis of 73 rolling 25-year periods from 1926 to 2022

Three Takeaways For Investors From Recent Financial News

Three Takeaways For Investors From Recent Financial News

Not Too Hot Or Too Cold, This Week’s Economic Data Is Just Right

Not Too Hot Or Too Cold, This Week’s Economic Data Is Just Right

Year End Tax Planning Is Made More Important By Expiration Of Tax Cuts And Jobs Act

Year End Tax Planning Is Made More Important By Expiration Of Tax Cuts And Jobs Act

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Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc (SFA), member FINRA, SIPC. Advisory services offered through appropriately registered investment adviser representatives of Strategic Blueprint LLC and/or SFA. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with The Retirement Coach. Supervising Office: 678-954-4000

Check the background of this firm and investment professional on FINRA's BrokerCheck.

 

CONTACT
Call or Text (808) 522-0100
sean@theretirementcoach.org
615 Piikoi St, Ste 1405
Honolulu, HI 96814

 
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