Retirement Planning


Developing a sound retirement strategy can make all the difference in achieving a successful outcome. We will work with you to prioritize your goals and objectives for retirement, including the lifestyle you desire for yourself and your family, as well as your timeline to accomplish it. We will then map out a plan to help make the retirement you envision a reality.

COVID-19 UPDATE: We take the health of our employees, clients and community as a top priority. During the COVID-19 crisis, the team at Bordeaux Wealth Advisors will be working remotely and are committed to remaining accessible to those we serve. We will continue to provide financial guidance and advice to help you navigate this challenging financial environment. Please do not hesitate to contact us at 650-289-2927