Plan Your Kaiser Retirement
Explaining Your Kaiser Benefits and Crafting Your Ideal Retirement Plan
Hi. I’m Bereket.
Many of my family, friends, and clients work in at Kaiser. My mom was an RN at Morse for 20 years before retiring. And my wife has now worked in the lab for over 20 years, where she gets to poke people for fun, literally and figuratively.
I understand what it means to be a Kaiser employee and a healthcare professional, and the unique financial opportunities and challenges they face.
As an advisor, I know what it means to pay attention to the tiniest details. For over a decade, I have researched and studied finances and money. I continue to pay attention to the tiniest details.
You took care of your patients for years.
Who’s taking care of you?
Retirement comes with a lot of concerns, like:
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How much do I need to save?
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How much longer do I have to work?
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Will my money last through retirement?
But there’s a better way.
What if you could plan your retirement with confidence?
Retirement comes with a lot of concerns, like:
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How much do I need to save?
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How much longer do I have to work?
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Will my money last through retirement?
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Travel with your spouse
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Set YOUR own schedule
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Spend more time with family
WHAT WE DO FOR YOU
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RETIREMENT INCOME
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TAX PLANNING
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INVESTMENT MANAGEMENT
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WHAT OUR CLIENTS SAY
'Rehoboth guided me towards a secure retirement plan that fits my lifestyle.'
Sarah Johnson
'Their insights on investments have transformed my financial strategy for the better.'
David Lin
'Excellent service and personal touch; they really care!'
Emilia Martinez
WHY CHOOSE US
Comprehensive fiduciary services tailored to individual needs and aspirations.
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Avoid
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We create integrated plans that consider all aspects of your financial life.