5706 Cahalan Ave #23891, San Jose, CA 95123

Lic. # 0K56623

Retirement Savings Plan

Because the right strategy makes a big difference.

A Powerful Retirement Savings Plan Tailored For You

Don't go through the pain of watching your life savings go up and down with the stock market, or putting your retirement at the mercy of the fund managers.

You have a lot of choices when it comes to building your retirement from 401K to IRA to Annuities and more.  Most of these options have high rewards, but also carry great risk of dropping with the economy.

What if you can take the risk out of funding your retirement?

Using the right strategies and financial vehicles, LEP Retirement has helped people just like you create a economy recession proof retirement savings plan that have more benefits and less restrictions than your typical 401k or IRA account.

Sounds good, but what now?

Schedule a Meeting

HOW WE WORK

Your First Step:

  • Let’s meet over the phone or in person, so that we can understand your situation and goals.

| Schedule a Meeting |

 

What Happens Next:

  • We build a strategy with options depending on our discussions and your goals.

 

What makes us different:

  • We don’t just put you in some random fund, what we do is educate you on the options we created.  We feel financial education is important when you make a decision that impacts your future.

 

Last – You decide:

  • We believe in you being confident with your decision.  That’s why we have a no pressure approach in assisting our clients.  It’s a big decision that has future implication, so take a breath to think about it.

 

On-going advice:

  • As you grow your retirement, our professionals will advice you on other opportunities to generate more money and take full advantage of compounding interest strategies.

 

Schedule a Meeting

LEP Retirement can help you get to your goals.

– Joaquin Gomez, Business Owner | San Jose, CA


LEP Retirement  Silicon Valley Office


Phone: (408) 916-1418

Email: info@lepfinancial.com

Business Hours:

Monday – Friday 9am to 5pm

Saturday – By Appointment Only

Sunday – Closed

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