Build a stronger financial future through strategic Social Security decisions during our seminar 'Savvy Social Security and Lifetime Income Planning'

Why you should attend
1. Expert insights
2. Strategic planning
3. Personalized ADVICE
LIMITED SPOTS ARE AVAILABLE
Oakley Recreation Center
1250 O'Hara Ave Oakley, CA 94561
Friday, January 23
11:00 AM - 12:15 PM
Saturday, January 24
11:00 AM - 12:15 PM
Major Retirement Challenges
Understand the best time to claim Social Security to get the most out of your benefits.
Navigate the complexities of how benefits are calculated and adjusted.
Manage the tax impact on your Social Security income.
Integrate Social Security with other retirement income sources for optimal results.
Session Topics
Planning for retirement?
Let us help you!
At Tamura Financial, we believe that not a second of your sleep should be wasted on second thoughts. Our mission is to help clients feel educated, empowered, and excited about their financial decisions. Through a holistic planning approach that integrates growth, risk management, and tax optimization, we help ensure that our clients do not outlive their hard-earned savings, but rather maintain lasting financial confidence, and leave the legacy they envision.
Founders and financial fiduciaries Tracy Tamura and TJ Tamura, a mother-and-son team, are united by a shared commitment to delivering top-tier financial education, particularly within the public sector. Working alongside a trusted network of estate planning attorneys, tax professionals, and Medicare specialists, they recognize that a strong financial plan is never built in isolation . . . it requires that multiple strategies work together seamlessly.
Tracy and TJ believe that financial planning is about far more than money. It is about building a foundation that allows clients to fully enjoy life’s most meaningful moments.
Contact Us
Tracy Tamura CLU, ChFC, ABFP
Founder & Financial Fiduciary
Tamura Financial
TJ Tamura Founder & Financial Fiduciary
Tamura Financial
