Call Us Today! (855) 425-4566 | [email protected]

Call Us Today! (855) 425-4566
[email protected]

San Francisco CAcaspera2024-03-22T12:14:25+00:00

San Francisco, CA

Address: 50 California Street, Suite 1500, San Francisco, CA 94111

Phone: (415) 523-7400 | Email: [email protected]

We are located in the heart of the financial district, in between Battery and Front street.

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Form CRS | ADV Part 2B | Terms of Use | Privacy Policy

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.

Investment advisory services offered by duly registered individuals through Decker Retirement Planning, Inc. and AE Wealth Management, LLC (AEWM), both SEC Registered Investment Advisory firms. Decker Retirement Planning, Inc is not an affiliated company of AEWM.

Insurance products and services offered through Decker Retirement Planning, Inc.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal, or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the U.S. government or any governmental agency.

Please note that we are unable to accept any trade requests via email, voice message or text.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale of purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise states, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.

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