R.E.A.L. Retirement Coach is the brain child of Jan Wilson, a real estate paralegal, risk consultant and manager, licensed California real estate broker, mortgage broker, life and health insurance agent, and registered investment advisor. 

The initial rendering as Real Estate Assets and Liabilities Coach, acknowledged that since real estate is usually the largest asset and a mortgage is usually the largest liability that 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 rare, 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.  With a strong emphasis on education, Jan also offers training classes on varying relevant topics.  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

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, Life after Leisureworld)

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 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


Structured Settlements

Training Courses

Financial Literacy Classes (8th Graders)

Tax Free Retirement

Stock Market Investment Coaching

Medicare 101

Social Security-When to Take Benefits

Got Questions Get Answers Campaign

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