New Stage Investment Group is an independent, Bay Area financial advisory firm focused on helping professionals aged 50 and older, retirees, and families plan for retirement. Led by Hans Reese, a CERTIFIED FINANCIAL PLANNER® professional with more than 20 years of experience, the firm provides personalized guidance designed to bring clarity to complex financial decisions.

Its services include retirement income planning, investment management, portfolio and risk review, retirement tax planning, 401(k) rollover planning, Roth IRA conversions, insurance, and inheritance and estate planning. The firm helps clients coordinate accounts, Social Security, pensions, withdrawals, equity compensation, and investment strategies to support tax-aware income and long-term goals. Clients can choose ongoing financial planning and portfolio management or standalone, flat-fee planning engagements.

New Stage Investment Group describes its approach as straightforward and fiduciary-focused, combining one-on-one advice with custom financial plans, proactive portfolio monitoring, and plain-English updates. It serves clients in the San Francisco Bay Area and offers an initial 30-minute phone conversation at no cost. Fees are discussed before clients move forward.