Parsonex has an office on Irvine Boulevard in Tustin, California, serving families and retirees across Orange County, including Tustin Ranch, Irvine, Santa Ana, Orange, Costa Mesa, and Newport Beach. Our Tustin team focuses on retirement planning for families. We start with where you want to go, when you want to get there, and the resources and income sources you have, then chart a course together. We help with retirement income planning, pension rollover decisions, IRA and 401(k) rollovers, traditional and Roth IRAs, Roth conversions, Social Security timing, required minimum distributions, and life insurance as part of an overall family plan. Questions we hear most often: Can I roll my pension into an IRA? What should I do with my old 401(k)? When should I claim Social Security? We answer them in plain English, built around your situation, and we put the options side by side so you can see the trade-offs. Parsonex is not a fee-only firm. Depending on the account, clients pay an advisory fee or commissions, and our Form CRS explains how we are paid. You can verify our registrations on FINRA BrokerCheck and the SEC's IAPD. A firm can earn more when money moves into accounts it manages, so ask us how we are compensated. Meetings are by appointment, at our Tustin office or by video call. Securities offered through Parsonex Securities, Inc., Member FINRA/SIPC. Advisory services offered through Parsonex Advisory Services, Inc., an SEC-registered investment adviser.

Website: parsonex.com

Phone: (714) 200-1776

Cross Streets: Near the intersection of Irvine Blvd and Yorba St