Retirement Plans

As a business owner, your employees are your most valuable asset.  It is never too early to help them plan for retirement.

DZH Phillips Wealth Management will help you determine the right retirement plan approach, and we’ll help you implement your new plan. Not only will we handle the enrollment process, we will educate your employees, helping them allocate their resources wisely and make the best possible investment choices.

Our process begins with a Client Assessment Meeting. This serves as an opportunity for us to understand your current needs and for you to discuss what has gone well in the past, as well as identify key areas where your current retirement plan can improve in the future. Once you have chosen your retirement plan, we will work with you to help ensure a smooth implementation for your business and work hard to provide a positive experience for your employees.

San Francisco

135 Main Street, 9th Floor
San Francisco, CA 94105

Phone: 415-781-2500

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Oakland

1330 Broadway, Suite 630
Oakland, CA 94612

Phone: 510-834-6542

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San Rafael

999 5th Avenue, Suite 320
San Rafael, CA 94901

Phone: 415-243-8833

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Burlingame

1199 Howard Ave., Suite 250
Burlingame, CA 94010

Phone: 650-343-1100

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Redwood City

203 Redwood Shores Parkway, Suite 550
Redwood City, CA 94065

Phone: (650) 620-3040

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