Secure Your Future with Los Angeles Retirement Planning

Our trusted retirement planning experts in Los Angeles, CA provide personalized income, tax, and investment strategies to help you secure your financial future with confidence.

Our Retirement Planning Services

Comprehensive Financial Services for a Confident Retirement

  • Money growing

    Retirement Goal Setting

  • Chart

    Retirement Investment Planning

  • Tax paperwork

    Tax-efficient Withdrawal Strategies

  • Suitcase

    Social Security & Pension Optimization

  • Medical ID Card

    Healthcare & Long-Term Care Planning

  • Piggy Bank

    Estate & Legacy Planning

Guiding Los Angeles Residents Toward a Secure Retirement

From pre-retirees to high-income professionals, our team of Los Angeles retirement planning experts delivers strategies designed to meet your unique needs. Whether it’s retirement income planning in Los Angeles, CA, tax optimization, or long-term investment strategies, we help you secure lasting financial confidence.

  • Pre-Retirees (Ages 45–60): Plan ahead with smart Los Angeles retirement planning services for a smooth transition into retirement.

  • Retirees: Protect your wealth, maximize income, and gain peace of mind through tailored retirement income planning Los Angeles CA strategies.

  • Business Owners: Build a clear succession, exit, or security plan with expert guidance in investment planning Los Angeles.

  • High-Income Professionals: Optimize taxes and leverage advanced Los Angeles retirement investment strategies for early retirement or wealth preservation

How Our Retirement Planning Process Works

Our retirement planning services in Los Angeles are designed to make the process simple, transparent, and effective. We guide you through each step with clarity and confidence whether you’re focused on investment planning in Los Angeles, preparing for retirement income, or long-term legacy strategies.

  1. Define Goals & Assess Risks
    Together, we outline your retirement objectives, evaluate risk factors, and consider California-specific opportunities for tax efficiency.

  2. Design Your Personalized Plan
    We create a roadmap that includes Los Angeles retirement investment strategies, retirement income streams, and estate planning timelines tailored to your lifestyle.

  3. Put Your Plan into Action
    Your strategy is implemented with ongoing adjustments covering 401k and 403b plan guidance, tax optimization, and wealth protection to keep you on track.

  4. Review & Refine Each Year
    We revisit and adjust your plan annually to ensure your Los Angeles retirement income planning evolves as your needs and goals change.

Why Choose One Advisory Partners

At ONE Advisory Partners, we put your interests first. As a fiduciary and fee-only firm, we provide transparent, unbiased financial advice tailored to your unique situation. Our approach to retirement planning in Los Angeles reflects your goals and values, empowering you with clarity, confidence, and peace of mind throughout your financial journey. With a flat-fee structure, our guidance is always aligned with your success — free from commissions or sales pressure. Backed by a passionate team dedicated to education, empowerment, and measurable value, we support you at every stage of life.

We specialize in helping busy professionals, business owners, and families build lasting financial security through Los Angeles retirement income planning for predictable cash flow, investment planning to grow and preserve wealth, 401(k) and 403(b) plan advisory services to maximize workplace benefits, and legacy planning to protect your family’s future. By combining fiduciary expertise with personalized strategies, we help you transition from career success to a fulfilling retirement supported by trust, transparency, and long-term security.

Client Testimonials / Success Stories

  • Black background with a blue thumbs-up icon surrounded by six blue stars above the word 'Review'.

    “I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”

    Relationship to Financial Advisor: Client as of Apr 2, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interest.

  • Mountain range with snow-capped peaks and a cloudy sky and some grassland in the foreground.

    "My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."

    Relationship to Financial Advisor:Client as of Jun 1, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interest.

  • Black and white illustration of a person punching a punching bag, with a thumb-up and stars above their head.

    “Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”

    Relationship to Financial Advisor: Client as of Apr 10, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interes

Meet Your Retirement Advisors

Featured
Ron Sanders
Ron Sanders

Co‑Founder & Managing Partner

Jonathan Booze J.D., CFP®, AIF®
Jonathan Booze J.D., CFP®, AIF®

Senior Partner & Co‑Founder

Dan Miller CFP®
Dan Miller CFP®

Wealth Advisor

Christel Turkiewicz, CRPC®, CDFA®
Christel Turkiewicz, CRPC®, CDFA®

Wealth Advisor

William Snider
William Snider

Wealth Advisor

Scott A. Rojas, CFP®
Scott A. Rojas, CFP®

Wealth Advisor

At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.

Our Philosophy

Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.

Wooden desk with a laptop, a newspaper, a black pen, a cup of coffee, and a smartphone near a window with daylight.

FAQs

  • Los Angeles has higher living costs, unique tax considerations, and diverse investment opportunities. Our retirement planning experts in Los Angeles create strategies tailored to these local factors.

  • We provide guidance on maximizing contributions, employer matches, and rollover options. As trusted Los Angeles 401k and 403b plan advisors, we help you optimize these benefits for long-term income.

  • Yes. We design customized retirement income planning strategies in Los Angeles that ensure predictable cash flow from Social Security, pensions, and investments.

  • Our advisors focus on diversified Los Angeles retirement investment strategies, balancing growth and protection to match your goals and lifestyle.

  • Absolutely. Our team provides Los Angeles legacy planning solutions to protect your assets and ensure your wealth is passed on according to your wishes.

  • If you’re uncertain about income stability, taxes, or investment risks, working with a retirement planning expert in California can give you confidence and clarity.

  • You can schedule a consultation with our team. We’ll review your goals and create a personalized Los Angeles retirement plan to secure your financial future.

Plan for Retirement with Confidence

Take the first step to feeling confident you finally have a solid plan of action to achieve both your financial and lifestyle objectives. Schedule an introductory call today.