Ceo | Chief Advisor
CurrentWealth Cultivation, Retirement Engineering, Legacy Planning, Tax-Optimization, Risk Reduction and Risk Elimination. My firm, Next Iteration Management, is one of the fastest growing retirement planning firms in the country. We have top CPAs, Certified Financial Planners and other experts on staff to help you prepare for a long, happy and prosperous retirement. Our clients come from Costco, Costco (we provide guidance to more than 100 Costco employees and managers on their retirement plans!) and Bank of AmericaFacebookCoca ColaCiscoOracleHPAllianzFedExLockheed MartinVan Cleef & Arpels (luxury jewelry)Riverside Medical ClinicUSCState of CaliforniaLA County employees and managersSan Diego County employees and managers. We have other clients from these professions and many more: 911 RespondersDetectivesMedical DoctorsRegistered NursesPharmacistIT EngineersSchool Super IntendentsLawyersTeachersCollege and University ProfessorsCPAsCourt ReportersNon-profit CEOsMilitary Store managersRetail and Wholesale employees and managers Entrepreneurs and Business OwnersWe are honored to be working with our world-class clients!Most of our clients have between $1 million to $10 million in retirement savings in a 401(K), IRA, pension or some other type of retirement plan. We also work with a number of affluent Asian Americans. Why? Because our President Gaby Cheng Mechem is fluent in both English and Mandarin. We also have people on our rapidly-growing team who are fluent in Spanish. NIM is famous not just for our expertise in retirement planning but also for our expertise in protecting our clients from stock market losses and for helping them save tens of thousands to over one million dollars in taxes.We would be honored to have you as a client. Email us at gaby@nimfinancialgroup.com or call us at 949-536-8972 to book a free no-obligation meeting so that you can learn how we can help you live the retirement of your dreams!