Financial Advisors
Mill Valley, CA
Decker Retirement Planning, founded by Brian Decker, provides comprehensive retirement planning using a math-based, principle-driven approach. The firm specializes in strategic income distribution from principal-protected accounts, sophisticated tax minimization, risk reduction strategies, and portfolio optimization. As committed fiduciaries, their planners help clients develop personalized retirement strategies emphasizing financial clarity, fee-efficient management, and purpose-driven retirement planning through one-on-one consultations, educational workshops, and media engagement.
Ideal for: Pre-retirees and retirees seeking comprehensive retirement income planning, individuals prioritizing tax optimization, clients wanting principal protection and risk management, Bay Area professionals nearing or in retirement
Service area: Marin County and greater Bay Area, California
Principal-Protected Strategy Focus: Uses a specialized approach emphasizing income distribution from principal-protected accounts combined with tax minimization and adaptive risk reduction strategies.
Fiduciary-Committed Team: All planners are committed fiduciaries dedicated to client transparency and are structured as fee-only advisors designed to minimize management costs.
Education-Driven Approach: Offers workshops, seminars, and media content (podcasts, TV, radio) covering retirement topics like Social Security, tax strategies, and inflation planning.
Address: 2 Belvedere Pl Suite 230, Mill Valley, CA 94941
Phone: (415) 523-7400
Website: deckerretirementplanning.com
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