"Establishing your retirement dreams in California"

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Explore the Possibilities

You and Your Needs

YOU are what this web site is all about.

Because you and your financial needs come first when creating a retirement plan for you.

Especially if you’re in California ... over age 50 ... and a member of the Taiwanese-American community.

Financial Security

You've dedicated years to building your savings. Now, it's time to protect your wealth. Like many, you might prefer the safety of fixed or banking products. But is there more? Michael offers strategies that can help balance safety with growth potential.

Creating Retirement Income

Retirement Income

Whether you're a business owner or have substantial savings, ensuring a steady income stream for retirement is crucial. Explore options with Michael to create a strategy that is built to work and enhance your retirement income.

Simplified Investments

Complex financial products can be overwhelming. Michael understands this and helps you navigate through simpler yet effective investment options, tailored to your comfort and experience level.

Balancing Risk and Opportunity

Finding the balance between managing recession pitfalls while capturing growth opportunities is a delicate balance. Let Michael guide you in helping you make informed decisions to safeguard and grow your assets.

Key Services

Michael Shieh offers a range of services designed to meet the retirement planning needs of Taiwanese-Americans and other Californians over 50.

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Tailored Retirement Planning

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Investment Management Strategies

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Estate Planning Strategies and Wealth Preservation

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Benefits for You

Each service is designed to meet your values and financial goals. To ensure a retirement plan that feels as right as it is rewarding.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

About Us

Michael Shieh brings a unique blend of financial experience and a deep understanding of the Taiwanese-American community. With over 10 years of experience in wealth management, Michael is committed to guiding you towards finding a secure and prosperous retirement.

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