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2105 S Bascom Ave, Suite 376, Campbell, CA 95008

(408) 963-2887
info@sunwealthadvisor.com
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Retirement Planning Services

A Retirement Plan Built Around You 

Retirement planning isn't just about picking investments — it's about knowing where your income will come from, how long it needs to last, and what to do when life doesn't go as planned. At Sun Wealth Advisor, we build a written, personalized retirement income plan that covers:

  • Social Security timing — when to claim for the biggest lifetime benefit
  • 401(k), IRA & pension strategy — turning savings into reliable income
  • Tax-efficient withdrawals — keeping more of what you've saved
  • Real estate income options — including ADU strategies for California homeowners
  • Ongoing guidance — as your plan changes and life happens
  • We also offer retirement planning in Farsi for clients who prefer to work in their native language.
Schedule Your Retiremnet Review
Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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