YOUR PARTNER IN NAVIGATING RETIREMENT
...from a team that's walked the beat
Our team helps law enforcement professionals who struggle to navigate the complex maze of retirement planning and financial security, often feeling overwhelmed by the intricacies of government pension systems and deferred compensation options.
We Specialize in Retirement Planning for Law Enforcement
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Insider Knowledge of Pension Benefits
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Expertise in Deferred Compensation Retirement Plans
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In-depth Understanding of the DROP Program
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Guidance on Termination Pay System
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Personalized Asset Management
Our Team Has Deep Roots in Law Enforcement
Steven Velasquez
Senior Associate
Andreas Reiter
Senior Associate
Jeanette Velasquez
Associate
Evan Shields
Associate
RETIRED LOS ANGELES DEPUTY SHERIFF
WITH 25 YEARS OF INVESTMENT EXPERIENCE
ABOUT STEVE
With a celebrated 25-year career in the Los Angeles County Sheriff's Department, Steve understands the unique challenges and opportunities that come with life in law enforcement. His firsthand experience as a deputy sheriff informs every aspect of his consultative approach. From knowing the intricacies of government pension benefits to understanding the work-life realities of officers, Steve brings an insider's perspective that sets him apart in the financial services industry.
Steve’s background as a seasoned veteran of the force gives him first-hand knowledge of the challenges and realities law enforcement officers face. However, he also has more than 20 years of experience as a securities professional, bringing a wealth of knowledge to the often-complex subject of retirement benefits within the government sector.
His experience navigating both the County and City of Los Angeles' Deferred Compensation Retirement plans, the DROP program, or the Termination Pay system, uniquely positions him to provide unparalleled advice and insight. It's not just about managing assets or optimizing investments; it's about helping you make sense of complicated pension systems, deferred compensation options, and, crucially, how to wisely draw upon these funds in your retirement years.
MEDIA
Jonathan Miller, CEO and Founder of Parsonex, interviews Steve on the Jonathan Miller Unscripted podcast. In this episode, Steve discusses several topics including retirement planning, the unique challenges government and law enforcement personnel have, why his business has been successful and how he helps people follow in a path he has walked before.
Listen to the episode below.
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