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,
financial advisor Abe Perez can guide the way. If a client is nearing the conclusion and interested in preservation and protection, he can help identify and mitigate risks.
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?
Abe Perez proudly serves individuals, couples, families, pre-retirees and retirees in Bellevue, Washington, and beyond. He offers special expertise and insight when working with single, divorced or widowed women.
Your story starts with Narativ Retirement.
We can work together to create customized financial and retirement strategies designed to achieve your storybook ending.
Take the first step by scheduling a complimentary consultation with us.
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.
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.
This is you, the client. We meet and discuss your backstory, values and goals.
Identify concerns and propose strategies so you can live your best story.
Put the agreed upon strategies in place and conduct ongoing reviews.
Your financial goals matter, and we’re here to help you achieve them! Contact Narativ Retirement to schedule a complimentary, no-obligation consultation. Let’s write the next chapter of your financial life.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered by registered individuals through CreativeOne Wealth a Registered Investment Adviser. CreativeOne Wealth and Narativ Retirement, LLC are unaffiliated entities.
Insurance products and services offered through Narativ Retirement, LLC.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the U.S. government or any governmental agency. Marketing materials provided by CreativeOne.
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