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949-999-5000

Khodaverdi FINANCIAL

Khodaverdi FINANCIAL Khodaverdi FINANCIAL Khodaverdi FINANCIAL

Helping Pre-Retirees & Retirees Build a Secure, Tax-Efficient Retirement Eliminating Unnecessary Risk & Maximizing Income  

SCHEDULE A FREE CONSULTATION

949-999-5000

Khodaverdi FINANCIAL

Khodaverdi FINANCIAL Khodaverdi FINANCIAL Khodaverdi FINANCIAL

Helping Pre-Retirees & Retirees Build a Secure, Tax-Efficient Retirement Eliminating Unnecessary Risk & Maximizing Income  

SCHEDULE A FREE CONSULTATION

Personalized Retirement & Tax Strategies

At Khodaverdi Financial, we specialize in helping individuals 5-10 years from retirement, business owners selling their companies, and retirees seeking income security. Whether you’re planning for retirement, selling a major asset, or transitioning your wealth, we create personalized strategies to reduce risk, minimize taxes, and ensure lasting financial security. 

OUR PROCESS

1. Initial Meeting

1. Initial Meeting

1. Initial Meeting

 We begin by understanding your retirement goals and financial priorities to develop a plan that suits your needs. 

2. Discovery

1. Initial Meeting

1. Initial Meeting

 We conduct a thorough analysis of your assets, cash flow, tax structure, and risk exposure to identify planning opportunities. 

3. Design

1. Initial Meeting

4. Recommend

 We create a structured income and tax strategy to maximize wealth efficiency, protect assets, and ensure financial security. 

4. Recommend

4. Recommend

4. Recommend

 We provide practical, research-backed solutions for tax optimization, retirement security, and estate preservation. 

5. Implement

4. Recommend

5. Implement

 We execute and oversee the strategy while working with your CPAs, estate attorneys, and other professionals. 

6. Follow-Up

4. Recommend

5. Implement

 We regularly review and adjust your plan to ensure your retirement stays secure, tax-efficient, and aligned with your financial goals. 

The Wealth Protection & Retirement Income Process

Defensive Planning: Protect

Offensive Planning: Plan For

Offensive Planning: Plan For

 We focus on shielding your assets from market downturns, lawsuits, and unnecessary taxes, ensuring a secure retirement. 

Offensive Planning: Plan For

Offensive Planning: Plan For

Offensive Planning: Plan For

 We help you position your assets for a tax-efficient income stream and ensure you have a structured plan for retirement withdrawals. 

Aggressive Planning: Prioritize Goals

Aggressive Planning: Prioritize Goals

Aggressive Planning: Prioritize Goals

 We maximize growth potential while reducing risk exposure by strategically allocating your portfolio and income sources. 

Progressive Planning: Legacy & Estate

Aggressive Planning: Prioritize Goals

Aggressive Planning: Prioritize Goals

 We help preserve wealth for heirs, minimize estate taxes, and implement charitable giving strategies that align with your values. 

OUR SERVICES

Retirement Income Planning

Tax Planning for Pre-Retirees & Retirees

Tax Planning for Pre-Retirees & Retirees

🔹 Converting Assets into a Reliable, Tax-Efficient Income Stream

🔹 Social Security & Pension Optimization
🔹 Risk-Managed Portfolio Strategies
🔹 Tax-Efficient Withdrawal Planning

Tax Planning for Pre-Retirees & Retirees

Tax Planning for Pre-Retirees & Retirees

Tax Planning for Pre-Retirees & Retirees

 🔹 Reducing Taxes on Retirement Distributions
🔹 Tax-Efficient Portfolio Rebalancing
🔹 Business Exit & Asset Sale Tax Strategies
🔹 Roth Conversions & Tax-Advantaged Retirement Solutions 

Estate & Legacy Planning

Tax Planning for Pre-Retirees & Retirees

Business Owner Retirement & Succession Strategies

 🔹 Minimizing Estate & Inheritance Taxes
🔹 Wealth Transfer Planning
🔹 Charitable Giving Strategies
🔹 Trust & Beneficiary Structuring 

Business Owner Retirement & Succession Strategies

Business Owner Retirement & Succession Strategies

Business Owner Retirement & Succession Strategies

 🔹 Tax-Efficient Business Sales & Wealth Transfers
🔹 Reducing Capital Gains & Tax Liabilities
🔹 Structuring Retirement Income from Business Sale Proceeds 

Asset Protection & Risk Management

Business Owner Retirement & Succession Strategies

Asset Protection & Risk Management

 🔹 Shielding Retirement Assets from Market Volatility
🔹 Legal & Tax Protection Strategies for Wealth Preservation
🔹 Long-Term Care & Extended Healthcare Planning 

About Us

Mohsen Khodaverdi, EA

 

Financial Advisor | EA | Tax Planner | Retirement Income Specialist

Mohsen Khodaverdi is a dedicated financial advisor specializing in retirement income planning for pre-retirees and post-retirees. With a deep understanding of tax-efficient retirement strategies, wealth preservation, and income distribution, he helps individuals transition into retirement with confidence and financial security.

As an Enrolled Agent (EA) and Tax Planner, Mohsen combines tax expertise and financial planning to help clients minimize taxes, protect their assets, and ensure a sustainable retirement income. His focus is on creating predictable and secure income streams while mitigating market risk and optimizing tax strategies.

Core Services & Expertise:

✔ Retirement Income Planning: Strategies to convert assets into a reliable, tax-efficient income stream.
✔ Tax-Efficient Wealth Distribution: Minimizing taxes on retirement withdrawals and Social Security benefits.
✔ Asset Protection & Risk Mitigation: Ensuring financial security by reducing market volatility exposure.
✔ Estate & Legacy Planning: Protecting wealth for future generations while reducing estate taxes.
✔ Business Exit & Succession Strategies: Helping business owners transition their wealth into retirement.

Mohsen has been actively engaged in financial services, tax planning, and investment strategies for several years. His background includes working with asset managers, tax professionals, and insurance executives, gaining deep insights into wealth management, advanced tax strategies, and life insurance planning.

He takes a holistic approach—collaborating with CPAs, estate attorneys, and other professionals—to deliver comprehensive and customized financial solutions. His strategic use of tax-advantaged financial tools allows clients to maximize their wealth and maintain financial independence throughout retirement.

Mohsen’s mission is to empower his clients with financial clarity, ensuring they enjoy retirement without the fear of running out of money.

Outside of work, Mohsen enjoys spending quality time with family, staying engaged in his community, and keeping up with the latest financial strategies to better serve his clients.

Contact Us

Get Started Today

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Our Mission

To help pre-retirees and retirees achieve financial security, minimize risk, and create sustainable retirement income strategies that work for the long term. 

KHODAVERDI FINANCIAL

4100 Newport Place Drive Suite 700 Newport Beach, CA 92660 Email: info@MohsenKhodaverdi.com Phone: 949-999-5000

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