Dependable Retirement Planning Advisors

Fountain Valley Retirement Planning

A Fountain Valley retirement planning representative will help you design a comprehensive financial plan that will make sure you live well after you are finished working and never run out of money. Running out of money is a serious concern for many people in California since people are living longer than they ever have in history. Making sure you have funds set aside for major medical expenses in retirement is an essential part of the California retirement planning process in Fountain Valley.

Using your resources in the very best way you can is crucial and is usually where most advisors in Fountain Valley start when planning for retirement. They will be able to do a complete financial analysis to determine how efficiently your current savings efforts are. You may be doing a great job making sure you save enough of your paycheck but do a bad job of deciding where it should go and how it is invested. This is where a Fountain Valley retirement planning specialist can be the most help.

Health Insurance Needs in California

There are a lot of components of a successful financial plan but one of the often overlooked items is making sure you have adequate health insurance. A Fountain Valley retirement planning professional can tell you of the hazard of not having health insurance. Medical expenses can quickly get out of control over circumstances that you have little control over. You may think you do not need insurance or can go without it for a short while but you are wrong.

Many different kinds of insurance are necessary to the planning process but you absolutely must have health insurance. You may feel you can go without it for a bit if you are careful but there are situations that are out of your control where you need it. If get into a car accident and are hospitalized you could rack up thousands in bills in just a few hours. A Fountain Valley retirement planning specialist can advise you on what to buy if you leave a job.

Southern CA is a great area to spend your remaining years in retirement and many from across the country relocate here when they stop working. Speak to a Fountain Valley retirement planning expert to help you decide exactly where you want to live. You may want to buy a home in Huntington Beach or stay in Fountain Valley and buy a smaller home or condo. There are many benefits to owning a condo in CA as you get older. The best is the fact that you do not have to do all of the maintenance and upkeep as you would on a home.

Life in California after Work

A successful retirement means many different things to different people in Fountain Valley. Some are only happy if they are living a luxurious lifestyle while others just want enough to live comfortably and have enough money to take their grandchildren to Disneyland once or twice a year. Figure out what makes you happy and work with a Fountain Valley retirement planning representative to meet your goals.

A Fountain Valley retirement planning specialist can help you identify weak areas in your current financial plan. If you do not have life insurance and need it, they can recommend how much and which type to buy. Having the opinion of an unbiased intermediary can be very helpful when dealing with this aspect of the planning process. Agents that work for insurers receive commissions for the kind of policy they sell and they often put people in complicated policies that are not always the best for them because they receive a large paycheck.

Fountain Valley is one of the best parts of CA if you like warm sunny weather pretty much year round. Planning to spend your retirement here is great considering there is so much to do. There are numerous sports teams nearby if you are a sports lover. Since the weather is usually nice you can almost always get outside and get active. Plus you have the ocean nearby if you love the beach.

Developing a relationship with a Fountain Valley retirement planning professional is very good for the health of your finances. Using someone with in depth knowledge of how to get your money working hard for you is one of the smartest life decisions you will make. Take some time and find someone in Fountain Valley who has a reputation of listening to their clients and getting them to retirement in a smart way.

Implementing the advice of a Fountain Valley retirement planning expert may be hard but must be done. Sacrificing some of your current spending habits is usually the hardest part of the planning process. You must learn to develop new habits that are good for your financial life.

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Retirement Planners In Fountain Valley

Matthew Pixa
Matthew Pixa
3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Rick Donnelly
Rick Donnelly
2040 Main Street
Suite 705
Irvine, CA 92614

Brad Maurer
Brad Maurer
2400 E Katella Ave
Suite 800
Anaheim, CA 92806

Cheri  Franklin, CFP, AIF, CRPC
Cheri Franklin, CFP, AIF, CRPC
100 Spectrum Center Drive
Suite 900
Irvine, CA 92618

Simon Reeves
Simon Reeves
30 Enterprise, Suite #190
Aliso Viejo, CA 92656

Mark Higginbotham
Mark Higginbotham
21515 Hawthorne Blvd
Suite 580
Torrance, CA 90503

Bill Knoke
Bill Knoke
635 Camino de los Mares, #208
San Clemente, CA 92673

Zain Griffith
Zain Griffith
9701 Wilshire Blvd
Suite 1000
Beverly Hills, CA 90212

Paul Taghibagi, CFP
Paul Taghibagi, CFP
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Theodore E.  Saade CFP®, AIF®, CMFC
Theodore E. Saade CFP®, AIF®, CMFC
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Anthony Masterson
Anthony Masterson
12100 Wilsure Blvd.
8th Floor
Los Angeles, CA 90025

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