Jean Guo

With a background as a university lecturer and a Chartered Retirement Planning Counselor™ (CRPC®), I specialize in turning complex retirement decisions into clear, step-by-step strategies — so you can plan your next chapter with ease and confidence.

What does your retirement plan cover?

A truly complete plan protects more than just investments.
It gives you steady income, safeguards your health costs, and ensures your legacy.

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Cashflow

A reliable, structured income plan so you can enjoy life without fear of running out.

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Health Care

Cover rising medical costs and long-term care needs, so your health never becomes a financial burden.

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Legacy Planning

Make sure your assets pass smoothly to loved ones — aligned with your wishes and tax-smart.

60min Structure Review

Most retirement problems are not investment problems. They are structure problems.In this 60-minute session, we will:• Clarify your income needs and decision timeline
• Identify hidden structural pressure (tax timing, RMD exposure, sequence impact, liquidity gaps)
• Stress-test your current setup under realistic scenarios
• Outline two clear paths forward — and the tradeoffs of eachYou will leave with:• A clear picture of where your current path leads
• The structural risks that compound over time
• Defined next steps — whether you work with me or notPlease email me to book your session at [email protected]

Contact Me

Email: [email protected]Office: 22632 Golden Springs Dr suite 110, Diamond Bar, CA 91765