Ben is President of Hatch Retirement Services. He began his career in financial services in 1991 specializing in retirement plans such as 401(k), 403(b), IRAs, to name a few; he now is the principal of the firm his father started in 1977. As a second generation investment advisor, Ben helps an increasing number of the firm’s clients “hatch” their nest eggs.
Because income distribution is an entirely different proposition than accumulating a nest egg, careful attention must be given to managing assets to ensure they last a lifetime. The issue of longevity is front and center. Ben believes “longevity planning” is a more comprehensive approach to solving the evolving needs of retirees.
Ben graduated with a BA in both Economics and English from the University of California at Santa Barbara.
BRANCH OFFICE: 903 Sneath Lane, Suite 121, San Bruno, CA 94066