Financial planning is not what it used to be.  If you’re in your 40s and 50s you probably don’t even think of that time down the road when you are able to dial back or change your career as “retirement.” You may refer to this next phase as the freedom to do what you want on your terms or to have financial flexibility. It’s that time when you want to slow down or move on to what’s next for you.  

How are you supposed to plan and save for retirement when you don’t even know what it’ll be? 

That’s where we come in.

At Hutchinson, we help Bay Area professionals and closely-held business owners who are in the highest earning years of their career(s) make financial decisions to fund this desired flexibility.  Through our comprehensive planning, we:

•	identify what else you can do now and across the next 5-10 years to prepare your family (and your portfolio) for your next phase of life. 
•	help you navigate the impact each decision makes on your total financial plan, and guide you as your life presents choices to address.  
•	outline what it takes to maintain your lifestyle as exit the fast track, and 
•	help you invest conservatively to preserve your capital.  

We are in business to deliver great advice that gives you the confidence you need to make decisions….all backed by a solid financial plan and sound investing (we’ve adhered to the same value investing philosophy since 1995). As an independent fee-only financial planning and investment management firm, our sole motivation is to help you secure your financial wellbeing and enjoy your life.

Hutchinson Capital Management is registered with the Securities and Exchange Commission (SEC). Our goal is to preserve and grow the wealth of our clients, while exceeding their expectations for personal service. Typically, our client planning and investing relationships start with at least $2 million of investable assets.