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Dear SCE Family

For over 20 years, we have helped hundreds of Southern California Utility Company employees plan for and transition into retirement. However, my roots with Southern California Edison run even deeper. My parents both worked for the company;  my dad was the manager of Operational Audits for over 30 years working out of the G.O. retiring with the VRO in 1996, while my mom worked as a CSR throughout my childhood. Our life quite literally revolved around Edison, with company picnics at Cage Park next to the Highgrove substation.  I continued the tradition, working for SCE after high school as a Lot Attendant at the Covina District. Edison was very good to my family, and I consider myself lucky to continue helping employees of this fine company. Please feel free to reach out if you have any questions, or if you’d like us to review your financial future. While transitioning to retirement can be unsettling,

we're here to help you along the way; it’s what family is all about.

 

Sincerely,

J. Jeff Marvin

Citrus Wealth and Raymond James are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by SCE.

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56%

Are Employees or Retirees of Utility companies

22%

Plan to Retire

in the Next

Ten Years

100%

Have Custom

Adaptive Financial

Plans

Data as of February 2021.

Our Clients

Relevant Advice

While You're Working

Preparing for

Retirement

01

HAVE A

PLAN

02

REVIEW HEALTH CARE OPTIONS

03

DETERMINE LUMP SUM OR ANNUITY (PENSION)

04

PICK A DATE TO RETIRE

© 2026 Citrus Wealth Management         

1461 Ford Street, Suite 103
Redlands, CA 92373
(909) 312-4412        

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​Securities offered through Peak Brokerage Services, member FINRA/SIPC.  Investment advice offered through Citrus Wealth Management as a DBA of Ascentis Independent Advisors. AIA is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Communication from an adviser may provide insight for determination of Advisor retention. Peak and Citrus Wealth Management/AIA are not affiliates.

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Citrus Wealth Management may provide services only in states in which it is registered and/or exempt. 

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Tax / Legal: Citrus Wealth Management and its financial professionals do not provide tax or legal advice. Information regarding tax or legal considerations is provided for general informational and financial-planning purposes only. Clients should consult with a qualified tax professional or attorney regarding their individual circumstances.

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Investment Risk: Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against loss in all market environments. Past performance does not guarantee future results.

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Financial Planning: Financial planning and investment strategies are based on each client's individual circumstances, objectives, risk tolerance, time horizon and other relevant factors. Financial planning does not guarantee that a client's financial goals or objectives will be achieved.

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Estate-Planning: Estate-planning information provided on this website is for general informational purposes only and is not intended as legal or tax advice. Citrus Wealth Management and its financial professionals do not prepare legal documents or determine whether an estate-planning document is legally valid or enforceable. Clients should consult with a qualified attorney and tax professional regarding their individual estate-planning needs.

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