Retirement Planning Services

We can help to transform your savings into a renewable source of reliable income that can last you throughout retirement.  

Tim GarrisTim Garris
12:01 06 Apr 24
I had been listening to their radio show for several months when my wife came and said she had heard about a seminar on social security that she thought would be useful. I asked who was presenting the seminar and she said Toro Bravo. I was quite interested.We attended the free event and learned a lot, but still had several questions. So we scheduled a free consultation. I was impressed that Brian and Subhani took the time to ask pertinent questions and make suggestions that fit our unique situation.I highly recommend their services and appreciate their personalized approach to meeting each client's individual situation.
Larry MillsLarry Mills
11:20 06 Jun 23
We have know this company for over 20 years and they have done nothing but make money for us. If it had not been for Brian Moon and his company would not not have been able to retire as comfortably as we have and even in the times of. Bad economy he has been able to keep our investment stable. I would highly recommend this company!
Robert PenningtonRobert Pennington
16:44 18 May 23
I highly recommend putting your future in the hands of Toro Bravo. In these times of uncertainty, Toro Bravo has ensured my retirement will be there for my wife and I for our lifetime. Brian, Subhani, and Mandi have become family to us, and who better than your family to trust with your retirement. Based upon Brian's and Subhani's experience, I fired my previous advisor just after sitting with Brian and Subhani, where we discussed my options with a laser like focus. Both gentlemen listened to my needs and concerns and, more importantly, they listened to my wife! I can now enjoy my retirement without worrying about the future wellbeing of my wife or my children. Toro Bravo has me set for life and beyond.
Carolyn CurryCarolyn Curry
17:12 30 Dec 22
I cannot thank Brian Moon enough for helping me with an issue with Social Security Administration. I would not have had any idea where to start or how to present a case with an appeal. Would encourage anyone to attend one of the seminars and get information from Brian. Thank you again!
Susan ClarkSusan Clark
20:37 18 May 22
When facing retirement planning along with social security questions this is an outstanding place to look for answers. So many question of what to do …how to protect what you have saved …in a nutshell Brian and Subhani had the answers. They spent an entire morning giving examples of options of how to move forward with retirement. I am so pleased with the outcome! We visit the office frequently and Haleigh the office administrator is so very friendly and welcoming. If you are thinking of retirement and your future think Toro Bravo Investments.
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These are non-paid, client testimonials.

Our Income-First Approach to Retirement Will Help Ensure a Lifetime of Financial Stability

Retirement Financial Planning

Factors such as inflation, taxes and interest rates are often considered last when planning a more comfortable retirement. As your retirement financial advisor, we provide you with a financial plan that analyzes all these while aligning with your post-work goals.

Estate Planning

Determining how to distribute the wealth you have accumulated and preserved gives you peace of mind as you reach your golden years. Enlist the help of our highly trained advisors to help ensure meticulous planning for your money and other assets.

Tax Planning

You should know about the taxable portion of your Social Security and related retirement income tax liabilities. Your financial education should go as far as helping you reduce your tax burden. Our financial advisors are well-equipped to assist you in doing so before you file your taxes.

Fiduciary Financial Advisor

The financial advisor you select to help you plan and save for retirement is one of the most important decisions you'll ever make. It’s important to find an advisor whose strategies are aligned with your needs. Another good idea when you’re looking for an advisor is to find one who is a fiduciary financial advisor.

Investment Management

Our advisors will work with you to help provide the guidance and advice you need for strong long-term investment performance. We will provide a strategy based on your specific goals and needs with individualized help every step of the way.

Rollover IRA

When it comes to growing your money over the long-term, studies have shown that tax advantage is one of the biggest benefits you could have in growing your money. Tax advantage is a main reason Individual Retirement Accounts (IRAs) and 401(k)s are so popular when it comes to saving for retirement.

Retire Like You’re on Apollo 13!

Learn How to Avoid Financial Disaster in Retirement

Author Brian Moon uses the Apollo Missions to illustrate the problems and solutions in retirement planning. His stories of investor successes and failures will entertain you and teach you how to make your retirement mission possible.

If you’re struggling with these questions, Retire Like You’re on Apollo 13 is the book you’ve been waiting for.

The 3 Stages of Retirement Planning

Planning to Retire

As you begin the process of planning and saving for retirement, it might make sense to invest in the stock market so you can maximize opportunities for growth. If you are just starting out, investing in ETFs might be suitable so you can diversify and spread your risk out over a range of industries or companies.

Ready to Retire

Once you are within 5-10 years of retirement, there’s a very important shift you must make to help reduce your exposure to stock market risk and preserve the wealth you’ve worked hard to accumulate. At this point in your life, the risk, and costs inherent in mutual funds might not be in your best interest.

Already Retired

You’ve made it to retirement! At this point in your life, it really is all about income. You must help ensure you have a well-thought-out financial plan in place. You need a plan to help protect your retirement savings from damaging losses, so you can use it to establish renewable streams of income that you can count on well into your final days in retirement.

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Schedule A Complimentary, No-Obligation Consultation​

Click below to schedule a complimentary, no-obligation consultation. With one quick phone call or meeting, we can help determine if you’re on the right path to enjoying the retirement of your dreams. If not, we can help you make the necessary adjustments.

We’re here to help.

Preview our short video which illustrates some important facts about saving for retirement. By understanding how certain patterns tend to repeat themselves in the financial markets, you’ll be better prepared to focus on strategies that can help you avoid damaging losses. If you like what you see, you can sign up to watch the other videos in our financial education series.

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Brian Moon's new book, Retire Like You're on Apollo 13, is now available for purchase!

Learn how to avoid financial disaster in retirement.