Retirement Planning

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Creating a retirement plan as unique as you™

Welcome to BML Wealth Management

At BML Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well thought out strategy, using a variety of investment and insurance products and services, designed to help you address your needs and concerns as a Financial Service Firm in Irvine. One of the goals for BML Wealth Management is to help you feel confident in your financial future. You’ve worked hard to build your assets and our team will work just as hard to help you preserve, save and grow what you’ve earned. Our mission is to help individuals and families achieve their ideal retirement.

We have the resources as well as experience to help you realize your most desired retirement dreams by implementing The Retirement Fingerprint®. It is a customized written plan designed to assist you to and through retirement by focusing on five key areas of your financial life. These five areas include: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. Within each area are goals to ensure you have the best plan in place for a confident retirement. We look forward to creating a financial plan that helps you bring about the retirement you’ve always envisioned.

Schedule Your Retirement Strategy Session
A Complimentary 15 Minute Call

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Attend a Live Event

Attend one of our dinner workshops or virtual webinars to find out more about your potential retirement
income strategies, best wealth management practices, and more!

The Retirement Fingerprint Book

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The Retirement Fingerprint® 

We think one of the biggest traps people fall into when they are planning for retirement is underestimating the tax monster and the bite he can take out of their savings.

RECENT TV APPEARANCES:

Watch the most recent media appearances by Brian Levy and BML Wealth Management!

Unfreeze Alert: Prepare Your Finances for Student Loan Repayments, KNBC, 7/5/23
It’s official: Student loan borrowers will resume payments this fall after benefiting from a three-year freeze. Brian Levy joined KNBC to discuss the latest on student loan forgiveness and how you can get your finances ready for repayment.
On 6/30/2023 the Supreme Court ruled in a 6-3 decision that the Biden administration does not have the authority to forgive student loans without an act from Congress.  While the Biden administration will attempt another path to forgiving student debt, borrowers should not count on relief. Instead, borrowers who are worried about their student debt should prepare to begin repayments and consider applying for an income-driven repayment plan.  For the latest information, we recommend you visit studentaid.gov.
Ways to Use Your Tax Refund to Save for Retirement, KNBC, 5/11/23
If you’re one of the 75 million filers who have received a tax refund from the IRS, think strategically about how you can spend that money wisely. Brian Levy joined NBCLA with ways to use your refund to improve your financial health. 
Interest Rate Hikes 2022, KNBC, 05/19/22
The Fed has raised interest rates twice in less than three months, causing many to worry about mortgages and investments. Brian Levy joined NBC LA with tips to help navigate the rate hikes.

Please note that these publications and appearances occurred before West Wealth Group became a Federally Registered Investment Advisor. They have the disclosures that were required by prior firms and have not been updated in an effort to be transparent and not confuse our clients and prospects.

Talk with BML Wealth Management

Schedule Your Retirement Strategy Session

A Complimentary 15 Minute Call

Name(Required)