Resources / Planning decisionsNEWPORT BEACH · ORANGE COUNTY

A life here.
A plan that connects it.

Your home, retirement accounts, business, and family responsibilities belong in the same conversation. Explore financial planning with Brent Rupnow, based nearby in Costa Mesa.

Brent Rupnow, CFP®, CEPA®, ChFC®, CLU®

START WITH YOUR CIRCUMSTANCES

What brings planning into focus?

Retirement is getting closer.

A home may be a large part of your balance sheet. Put the spending it requires alongside the accounts and benefits that may fund retirement.

Explore retirement decisions

A tax decision reaches beyond the tax return.

Consider a Roth conversion alongside other income, available cash, healthcare costs, and when the money might be needed.

Explore the Roth conversion path

The business and the next chapter are connected.

A proposed sale price is one part of the picture. Timing, terms, taxes, and personal spending belong in the discussion with your professional team.

Explore business-exit planning

SEE THE WORK IN CONTEXT

A house, a retirement date,
and a set of connected decisions.

HYPOTHETICAL · NOT A REAL CLIENT

A couple wants to retire and remain near family. Much of their wealth is in their Orange County home, while their retirement savings sit in several accounts.

The starting point is an outline of spending, income, and cash available for the transition. The next questions concern account withdrawals, healthcare, and the implications of staying or moving.

Explore the interactive planning example

A CLEAR FIRST STEP

Understand the relationship before deciding.

Planning without moving investments

You can engage Via Luce for financial planning without moving your investments. Discuss the scope and fee before deciding to proceed.

How an engagement works

Your existing professionals

Bring your CPA, attorney, and other professionals into the planning conversation as appropriate. Tax and legal advice remains with your qualified professionals.

Explore coordinated stewardship

Start with a resource

Use a worksheet, explore a planning example, or read about a decision before making contact.

Browse the resource library

WHEN YOU WANT TO TALK IT THROUGH

Bring the question. We’ll start there.

Explore the scope, fees, and steps involved in working with Brent. Financial planning is available without moving your investments.

Working with Via Luce