TAKE CONTROL OF YOUR RETIREMENT FUTURE
TAILORED SOLUTIONS TO CRAFT YOUR RETIREMENT ROADMAP
RETIRE WITH CLARITY
INVESTING FOR A FULFILLING TOMORROW
PLAN YOUR LEGACY
DOWNLOAD OUR GUIDE
THE RETIREMENT INCOME ROADMAP
DON’T LEAVE YOUR RETIREMENT TO CHANCE
Retirement is a significant milestone, but without a well-crafted plan, it can quickly become a source of stress and anxiety. With real estate assets in the mix, understanding how to optimize your income and secure your legacy becomes even more critical.
LIVE LIFE ON YOUR TERMS, BE IN CONTROL
Picture yourself waking up every day feeling confident about your finances, looking forward to new retirement experiences. With Commencement Bay Capital, we will empower you to navigate the complexities of retirement planning, allowing you to confidently focus on what matters most.
UNLOCK THE FULL POTENTIAL OF YOUR RETIREMENT
At Commencement Bay Capital, we specialize in comprehensive retirement planning services tailored for pre-retirees and retirees with real estate holdings. We are dedicated to crafting personalized solutions that prioritize your unique needs and objectives, offering:
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Retirement Income Planning
Develop a personalized strategy to provide a steady income stream during your retirement years.
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Investment Management
Maximize your investment returns while minimizing risk, utilizing our disciplined approach to portfolio construction.
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Estate & Legacy Planning
Safeguard your wealth, minimize estate taxes, ensure a seamless transfer of assets, and protect your loved ones’ futures.
MEET JOHN CHITALEY, CPA
EMPATHY MEETS EXPERTISE; YOUR RETIREMENT ALLY
I understand the concerns that come with retirement planning. Here at Commencement Bay Capital, I strongly believe that every person should enjoy calmness of mind as they approach this important phase of life. With my qualifications as a CFP® professional and CPA, my extensive knowledge equips me to provide comprehensive retirement planning advice, allowing you to step into the next chapter of your life with confidence.
THREE SIMPLE STEPS TO WORKING WITH US
SCHEDULE A CONSULTATION
Book a meeting with John Chitaley, CFP® professional and CPA to discuss your your retirement aspirations, concerns, and real estate assets.
DEVELOP YOUR RETIREMENT PLAN
We will analyze your financial situation and create a personalized retirement income plan that aligns with your objectives.
PRESENT AND IMPLEMENT
We’ll present our comprehensive strategy, answer any questions, and collaborate with you to implement the plan effectively.
A GLIMPSE INTO YOUR FUTURE
By partnering with Commencement Bay Capital, you can look forward to:
Effective management of your investments for potential returns
Assurance that your legacy is thoughtfully preserved
Tailored solutions designed to align with your real estate portfolio
Personalized attention from a dedicated professional working toward your financial success
