Irvine financial planner advisor
Skip to content

Badass Financial Planning Presents
Badass Retirement Portfolio

Asset Allocation

We've created five custom investment asset allocations you can use for your retirement assets.

Tax Efficient

Each Badass Retirement Portfolio is tax efficient and low cost.

Quarterly Updates

Every quarter we will provide investment performance and a live two hour presentation.

Badass Retirement Portfolio

We have created six investment allocations for retirees:

  • 100 Pure Growth

  • 75 Growth+

  • 60 Growth

  • 50 Balanced

  • 35 Durable

  • 0 Pure Income



No matter where you are located, we can help you create more financial confidence throughout retirement. Although we do not provide financial advice, you can use our Badass Retirement Portfolio system yourself or with your financial advisor.

Are you Ready for retirement security?
Join our quarterly membership today! 

For just $497 a year, get access to four quarterly presentations where we discuss each Badass Retirement Portfolio including information on performance, fees, the economy, overall markets, and your financial questions. Remember, we do NOT provide financial advice. The information we provide is for educational use only. To sign-up, it is only $497 a year. Mail a check to 9870 Research Drive, Irvine, CA 92618 to get started today.

Reach us at (949) 305-0500