Savvy Fifties

Savvy Fifties Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Savvy Fifties, Insurance Company, Santa Clara, CA.

Providing peace of mind through meticulous planning and personalized financial solutions: Comprehensive Retirement Planning; 401K Optimization; IRA & Roth IRA Rollovers; Guaranteed Lifetime Income Solutions; Long Term Care; Estate Planning.

Let Team members assist you.
05/19/2025

Let Team members assist you.

Retirement without a solid plan can feel as unstable as rugged terrain—let’s create a strategy now to ensure a smooth an...
05/15/2025

Retirement without a solid plan can feel as unstable as rugged terrain—let’s create a strategy now to ensure a smooth and secure future.

Before long, it’ll be time to start planning for the retirement years -
05/15/2025

Before long, it’ll be time to start planning for the retirement years -

05/12/2025
05/08/2025

Humor for the day - An elderly woman decided to have her portrait painted. She told the artist, “Paint me with diamond e...
05/08/2025

Humor for the day - An elderly woman decided to have her portrait painted. She told the artist, “Paint me with diamond earrings, a diamond necklace, emerald bracelets, a ruby broach, and a gold Rolex.”

“But you are not wearing any of those things,” replied the artist.

“I know,” she said. “It’s in case I should die before my husband. I’m sure he will remarry right away, and I want his new wife to go crazy looking for the jewelry.”

Retirees, do you feel this way?
05/08/2025

Retirees, do you feel this way?

Retirement dilemma :)
05/08/2025

Retirement dilemma :)

Afraid of running out of money no more -
05/08/2025

Afraid of running out of money no more -

Address

Santa Clara, CA

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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