Boutique Firm.
Unique Strategies.
Wealth Management & Retirement Planning
in Laguna Hills,
California
Get Your Unique Financial Plan
At Emerald Blue Advisors, begin a financial journey uniquely crafted to fit your specific needs.. We have the experience to help you craft a financial plan that aligns seamlessly with your distinct retirement goals. Experience a smooth transition into your retirement's distribution phase. Let us ensure your retirement strategy is as unique as you are, maximizing your financial potential while minimizing tax implications.
Assess
Comprehensive evaluation of all your retirement assets, including savings accounts, 401(k) & IRA, pensions, and other investments.
Spending Goals
Calculate expected retirement expenses. Find the balance between the need for immediate income and preserving capital for future years.
Withdrawal Plan
Based on available assets, income sources, & retirement expenses we can devise a strategic withdrawal plan for your retirement.
Client space is limited, if you're interested in working with Emerald Blue Schedule a complimentary consultation with us today.
Proudly serving families, individuals, business owners, retirees and people nearing retirement in California and Arizona since 2012.
Your Financial Partner
“At our boutique fiduciary investment advisory firm, we are committed to empowering and informing our clients through a personalized approach to financial planning. We recognize that each individual's financial journey is unique, shaped by their aspirations, goals and life circumstances. We stand as a steadfast partner in our clients' journey towards financial stability and confidence.”
— Rola Hajeb, Investment Advisor
Retirement & Financial Advising Strategies
Personalized Financial Plans For Your Unique Situation
At Emerald Blue, we specialize in creating bespoke financial strategies for affluent individuals & families. Our approach is distinctly personalized, recognizing that each client's financial landscape is as unique as their aspirations. As a boutique firm, we pride ourselves on offering an exclusive service experience, meticulously tailoring every aspect of your financial plan to align with your specific needs and goals.
Blind Sided
Facing the financial realities of traditional retirement
“At our boutique fiduciary investment advisory firm, we are committed to empowering and informing our clients through a personalized approach to financial planning. We recognize that each individual's financial journey is unique, shaped by their aspirations, goals and life circumstances. We stand as a steadfast partner in our clients' journey towards financial stability and confidence.”
- Rola Hajeb, Principal
Reach Out Today
Find Us
Interested in learning more about how we can help you with your retirement income strategy? Contact us to schedule an appointment.
Call Our Office: 949-916-0070
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MEMBER OF
Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and other jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Licensed Insurance Professional, CA #0C25355.
The contents of this communication and any accompanying documents are confidential and for the sole use of the recipient. They are not to be copied, quoted, excerpted or distributed without express written permission of the firm. Any other use beyond its author's intent, distribution or copying of the contents of this e-mail is strictly prohibited. Nothing in this document is intended as legal, accounting, or tax advice, and is for informational purposes only.
Licensed Insurance Professional. Provided content is for overview and informational purposes only. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. ARE-14848 / 2023/17445275