Retirement Planning

Helping You Plan A Steady Income For Life

Planning for an income for life after your working years is essential. In today’s financial landscape, volatility is ever present. Financial products and strategies are abundant and it is not easy to determine what may be the right solution for you.

We Are Here To Guide You

Your Path To Plan Your Financial Future

In Person Complimentary Meeting

Finances are personal and we believe in meeting face to face. We may be old fashioned but a handshake is still the best way to start a relationship.

Review Your Current Financial Landscape

Let’s talk! What is your individual situation? Where are you heading?

Present You With Specific Recommendations

We will help you identify your goals and together create steps to reach your financial objectives.

Complimentary Meeting With An Advisor

Vitucci & Associates, Bay Area Retirement Planning Coaches,

has been serving investors for more than 25 years.

Free Learning Resources

Listen to Pat live on KDOW 1220 AM Saturday morning’s 8-9 am

Free Downloadable Resources

retirement workbook homepage(4)

Get Started Today: Your Retirement Savings Workbook

Part 1 of a 3 part series - Making Sense Of Retirement Income Planning


Sandwich Generation

Sandwich Generation Finances - Free guide

An Exclusive Three Part Series


Finding the Way - Coping with the Financial Aftermath of Spousal Loss

Our Recent Articles

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As Seen, Heard & Found On

United Planners does not provide tax or legal advice. Registered Representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning.
Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.

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This information is intended for use only by residents of CA, NV, OR, NC, TX, WA, AZ, UT. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than CA, NV, OR, NC, TX, WA, AZ, UT. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC, Vitucci & Associates and United Planners are not affiliated

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