Helping Clients Write Their Retirement Planning Story
Serving retirees and pre-retirees in Bellevue, WA, and beyond.
TELL YOUR STORY
Your Personalized Plan
For Retirement
Everyone has a unique story to tell. To author your best financial and retirement story complete with a satisfying conclusion, you need an experienced, professional financial advisor and up-to-date resources to prepare you for the next chapter of life. That’s exactly what you’ll find at Narativ Retirement.
Our firm philosophy is that everyone deserves to have access to the best financial services to reach their goals, no matter their assets. If a client is at the beginning of their story and focused on accumulation and growth, Abe Perez can help guide the way.
Narativ Retirement can help clients explore and answer these questions:
Have I saved enough for retirement? Can I retire and stay retired?
How can I protect myself from future “unknowns” like inflation, taxes and market volatility?
How can I protect and preserve my assets while still growing my portfolio?
Meet Abe Perez, CFP ®
Abe provides financial analysis and post-divorce portfolio restructuring services. Abe assists clients by analyzing the short-term and long-term financial impact of proposed divorce settlement options. Abe helps individuals evaluate the tax implications of asset division, retirement account splits (QDROs), and ongoing liquidity needs during life transitions.
Credentials That Empower Every Financial Story
As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Abe brings advanced training and a client-first, ethics-driven approach to every plan he builds. The CFP certification is recognized as one of the highest standards in financial planning, reflecting deep knowledge in retirement income planning, investments, tax-efficient strategies, and risk management.
With this experience, Abe helps clients make well-informed decisions and move forward with clarity and confidence.
What’s your story?
It starts with Narativ Retirement.
We can work together to create customized financial and retirement strategies designed to achieve your storybook ending.
Ready to get started?
Take the first step by scheduling a no-cost consultation with us.
Retirement Planning Services Tailored to Your Life's Narrative
We offer a range of services to prepare you for the next chapter in life. All services are tailored to individual needs. Many clients benefit from a combination of the services below to reach their goals.
Outline Your Story with Our Engaging Three-Act Process
At Narativ Retirement, we follow a Three-Act Process to keep clients engaged in their own story until the end. Our process is similar to the storytelling arc used in best-selling novels, Broadway plays and blockbuster movies.
Act I
Introduce Protagonist
This is you, the client. We meet and discuss your backstory, values and goals.
Act II
Identify Conflict
Identify concerns and propose strategies so you can live your best story.
Act III
Find Resolution
Put the agreed upon strategies in place and conduct ongoing reviews.