About Us

Who We Are

 

At Key Performance Financial, we specialize in helping individuals secure their financial future through expert Social Security analysis and comprehensive retirement planning.

We take an educational approach, empowering our clients with the knowledge and tools they need to make informed decisions about their retirement. Our goal is not just to provide solutions, but to help you understand your options, maximize your benefits, and confidently plan for the life you want.

With personalized guidance and a commitment to clarity, we make retirement planning simple, smart, and tailored to your unique needs..

Our Services

 

 At Key Performance Financial, we offer a range of services designed to help you plan, protect, and optimize your retirement:

  • Social Security Analysis – Personalized guidance to maximize your benefits and ensure you make the right claiming decisions.
     
  • Comprehensive Retirement Planning – Build a secure income plan tailored to your lifestyle and goals.
     
  • Tax-Efficient Strategies – Protect your savings and minimize unnecessary taxes.
     
  • Income Gap Analysis – Identify potential shortfalls and create strategies to fill them.
     
  • Educational Workshops & Seminars – Learn how to make informed financial decisions for a confident retirement.
     
  • Customized Retirement Solutions – Personalized plans that align with your unique situation and long-term objectives..

MONTHLY EVENTS:

09/10/2025

WINE & WISDOM: CLAIMING SOCIAL SECURITY THE SMART WAY

6pm

-

8pm

TOTAL WINE & MORE REDONDO BEACH, CA

Event Details

09/10/2025

WINE & WISDOM: CLAIMING SOCIAL SECURITY THE SMART WAY

 Welcome to Wine & Wisdom – an evening to enjoy wine tasting while learning valuable insights about Social Security and retirement planning....

Event Details

6pm

-

8pm

TOTAL WINE & MORE REDONDO BEACH, CA

Useful Links

1. How to create your SSA account: https://rssa.com/videos/rssa-roadmap-client-portal-tutorial/

2. How to Download Your Earnings Record for a Roadmap: https://rssa.com/videos/rssa-roadmap-client-portal-tutorial/

BOOKLETS

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BOOKLETS

Download PDF

BOOKLETS

Download PDF

Contact Us

Get Started Today

Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!

Key Performance Financial

Hours

Open today

09:00 am – 05:00 pm

Drop us a line!

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Privacy Policy

Effective Date: 08/28/2025

At Key Performance Financial, your privacy is very important to us. This Privacy Policy explains how we collect, use, and protect the information you provide when interacting with our website, seminars, or services.

1. Information We Collect

We may collect personal information, including but not limited to:

  • Name, email address, phone number
     
  • Mailing address
     
  • Financial information necessary to provide our services
     

2. How We Use Your Information

Your information is used to:

  • Provide personalized financial guidance and retirement planning services
     
  • Communicate about seminars, workshops, and educational resources
     
  • Respond to your inquiries and requests
     

3. Sharing Your Information

We respect your privacy. We do not sell, rent, or share your personal information with third parties for marketing purposes. Your information may only be shared:

  • As required by law
     
  • With trusted service providers who assist us in providing our services
     

4. Security of Your Information

We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, or misuse.

5. Your Rights

You have the right to:

  • Access and review your personal information
     
  • Request corrections to your information
     
  • Opt-out of communications at any time
     

6. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with the updated effective date.

7. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us:

Key Performance Financial
Email: tuyakeyceo@gmail.com
Phone: 310.357.3090


Key Performance Financial

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