A Coordinated Approach to Longevity Planning

The nest egg is an apt metaphor used to describe savings invested for the future — for retirement. Implicit in this metaphor is that someday the nest egg will be hatched. Hatch Retirement Advisors takes its name from this notion.

The definition of retirement is changing, meaning different things to different people. The traditional expectations of age are being re-shaped to include longer, more rewarding lives. At Hatch Retirement Advisors we engage in “longevity planning.” Longevity planning integrates wealth, health and legacy issues and accounts for increased life expectancy now enjoyed by many.

Our approach features a coordination of multiple disciplines to help you realize a secure and fulfilling retirement. This philosophy guides our entire practice. Taking the long view is the hallmark of our process.

Contact Us:
1600 W. Hillsdale Blvd., Suite 121
San Mateo, CA 94402
P: 650.583.8815
F: 650.583.8830
E: info@hatchplan.com

Business Hours: Mon.-Fri. 9am to 5pm

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©2025 Ben Yohanan Annuity & Insurance Agency, Inc. CA Insurance License #0B82099. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. does not provide tax or legal advice. Please consult a tax or legal professional.
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