MY  R.E.A.L.  COACH

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R.E.A.L. Retirement Coach is the brain child of Jan Wilson, a Retirement Counselor and Certified Financial Education Instructor with R.E.A.L. Retirement Coach serving Garden Park (West Garden Grove) and surrounding communities.  She provides comprehensive consulting, making good use of her 20+ years of combined experience working in the fields of real estate, banking, legal, audit and financial services.

A survey by Standard and Poors (S&P) revealed that approximately one in two Americans are financially illiterate.  With R.E.A.L. Coach, Jan works to ensure this isn't true about her family, friends and neighbors.  As President of Garden Park, Inc., a community services company, and as resident of this northwest Orange County community, Jan aims to give back to her community offering financial services, consulting, group classes and workshops that bring clarity and improve financial literacy in the retirement areas of real estate (Garden Park Realty), mortgage (OC Mortgage Coach), life and health insurance, and stock market investments, thereby saving neighborhood:

Residents

Employers and Employees

All those who ask for help so they can achieve the

Lifestyle of their dreams.

Jan encourages neighboring employers to offer financial health as an annual employee benefit to help her community’s residents and employees achieve the retirement lifestyle of their dreams, using workplace instruction and personalized consulting.

The initial rendering of R.E.A.L. as Real Estate Assets and Liabilities Coach, acknowledged that since real estate is usually the largest financial asset and a mortgage is usually the largest financial liability most families have, it stood to reason that related decisions either lengthened or shortened their retirement horizon.  A R.E.A.L. Coach approach helps clients make prudent decisions when purchasing, selling, or selecting a loan for a real estate transaction with the whole picture in view.  So, buying the right property, in the right place, for the right reason, at the right time, for the right price with the right loan, with the right exit strategy, with “life-happens” protections along the way.

Over the years, Jan has developed the training and skill to help clients solve important concerns throughout their working career, and especially to secure and sustain their retirement goals, and thus was born R.E.A.L. Retirement Coach, which has a myriad renderings.  Jan’s comprehensive background enables her to help her clients find areas where they unknowingly or unintentionally transferred wealth and then recommend options to redirect these funds to more efficient use, with their eventual retirement in mind.

As a risk manager, Jan helps clients address one of the biggest risks of all, the risk that your assets will not be enough to sustain the lifestyle you’ve worked hard to attain.  Jan works with her Realtor husband Kevin, and her son, Nathaniel, Interns to help serve the important needs of R.E.A.L. Retirement Coach.

It’s quite likely that if you are facing a decision that can significantly impact your retirement, working with R.E.A.L. Retirement Coach can make a difference for you.  Here are just a few ways:

Help for Pre-Retirees and Retirees

Retirement Education for Adult Learners

Real Estate, Assets and Liabilities

Real Estate, Earnings, Assets and Liabilities

Redirect Efficiently those Assets that were Lost unknowingly or unintentionally

Retirement Expenses that Affect Lifestyle quality

Residential options Explored After Leisureworld (e.g., planning for housing options Active Living and Beyond)

Retirement Enjoyed at Attained Lifestyle

Retirement Enjoyed And Legacy building

RMDs Elections to help Assets last Longer

Help for Business Owners, Attorneys, Doctors, Key Personnel

Recruit and retain key Executives using Arbitrage and Leverage

Rejuvenate Employee Acquisition and Loyalty efforts

Help for Realtors, Mortgage Brokers, CPAs, Financial Advisors

What if you are (or someone close to you is) a realtor or financial professional?  Jan enjoys working as a Realtor’s realtor and welcomes the opportunity to work a consultant or co-advisor with other financial professionals when they or their clients purchase or sell properties by taking a deeper look at the impact their decisions have on their retirement goals.

General Service Offering Snapshot

Real Estate Sales

Real Estate Loans

CoveredCA Enrollment

Medicare Plan Selection

RMD Elections

Social Security, Timing Your Benefits

Life Insurance

Annuities

Stock Market Investments

Training Courses

Financial Literacy Classes (8th Graders)

3 Biggest Retirement Risks/Tax Free Retirement

Stock Market Investment Coaching

Medicare/MediGap 101

Social Security-When to Take Benefits

Got Questions Get Answers Campaign

Jan’s comprehensive work history includes being a real estate paralegal, risk consultant and manager, licensed California real estate broker, mortgage broker, life and health insurance agent, and registered investment advisor. 

Let us help you Keep Retirement R.E.A.L.  Call Jan at 714-719-0048 for a personalized consultation or complete the request form below if you’d like to be included in our email or training campaigns.


Jan Wilson
Jan Wilson
R.E.A.L. Retirement Coach