Retirement Planning in Culver City, CA

We did the hard work of finding trustworthy partners in Culver City, CA. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Culver City, CA

generic_business-71
Humanitas Advisors
Location 400 Corporate Pointe Walk Suite 300, Culver City, CA 90230, USA
Phone (888) 482-4922
Directions
generic_business-71
K.W. Jones Wealth Management - Financial Advisor - Kyle W. Jones, CFP, AAMS, ADPA
Location 10000 Washington Blvd Fl 6, Culver City, CA 90232, USA
Phone (310) 253-5000
Directions
generic_business-71
Kyle W Jones, CFP, AAMS, ADPA
Location 5465 S Centinela Ave, Los Angeles, CA 90066, USA
Phone (310) 253-5000
Directions
generic_business-71
Retirement Planning and Financial Coaching Services
Location 11601 Wilshire Blvd #2240, Los Angeles, CA 90025, USA
Phone (323) 556-0400
Directions
generic_business-71
Pathway Financial Services, LLC
5 out of 5
Location 13101 Washington Blvd #241, Los Angeles, CA 90066, USA
Phone (310) 432-6067
Directions
generic_business-71
United Retirement Plan Consultants
Location 4640 Admiralty Way, Marina Del Rey, CA 90292, USA
Phone (310) 577-1444
Directions
generic_business-71
Safe Landing Financial
5 out of 5
Location 9415 Culver Blvd #33, Culver City, CA 90232, USA
Phone (512) 662-1835
Directions
generic_business-71
Cornerstone
SEC File# 801-113472
CRD# 144044
Location 5751 Buckingham Pkwy, Culver City, CA 90230, USA
Phone (310) 649-3000
Directions
generic_business-71
Lumen Wealth Group
Location 10000 Washington Blvd fl 6, Culver City, CA 90232, USA
Phone (424) 330-2323
Directions
Retirement Planning in Culver City, CA

About Culver City, CA for Those Planning to Retire

Culver City, located in the heart of Los Angeles, is a vibrant and diverse city with a rich history and an exciting present. From the iconic Sony Pictures Studios to the historic Culver Hotel, the city is home to a number of landmarks that have played a significant role in the entertainment industry. The city's top employers include tech giants like Amazon and Apple, as well as creative companies like HBO and Sony Pictures Entertainment. Major highways and streets, such as the 405 and the 10, make it easy to get around the city and explore its many neighborhoods, including the trendy downtown area and the family-friendly Fox Hills. With its unique blend of culture, commerce, and creativity, Culver City is a city that truly has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Culver City, CA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to residents who are looking to buy a home in Culver City, which is known for its high cost of living. Additionally, banks can offer loans to small businesses in the area, which can help to stimulate the local economy. Furthermore, banks can provide residents with access to a range of financial products and services, such as savings accounts, credit cards, and investment opportunities. This can help residents to manage their money more effectively and plan for their future. Lastly, banks can offer financial education and resources to residents, which can help them to make informed decisions about their finances and improve their financial literacy. Overall, a bank can play a crucial role in supporting the financial well-being of residents in Culver City, CA.

Insurance Broker

Residents of Culver City, CA can benefit greatly from the services of an insurance broker. With its close proximity to Los Angeles, Culver City residents may face unique insurance challenges such as high traffic accident rates and increased risk of theft. An insurance broker can help residents navigate these challenges by providing tailored insurance solutions that provide adequate coverage and protection. Additionally, Culver City is home to a diverse population with varying insurance needs. An insurance broker can help residents find insurance policies that meet their specific needs, whether it be auto insurance for their daily commute or business insurance for their startup. The complexity of insurance policies can be overwhelming, but an insurance broker can help simplify the process and provide expert guidance to ensure that residents are adequately protected.

Wealth Management

Residents of Culver City, CA can greatly benefit from the services of a wealth manager. With the city's reputation as a hub for entertainment and technology, many residents have high net worths and complex financial portfolios. A wealth manager can help these individuals navigate the intricacies of tax planning, estate planning, and investment management. Additionally, with Culver City's proximity to Silicon Beach, many residents may have stock options and equity compensation packages that require specialized knowledge and planning. A wealth manager can provide guidance on when to exercise options, how to diversify investments, and how to minimize tax liabilities. Overall, a wealth manager can provide invaluable assistance to Culver City residents in achieving their financial goals and securing their financial futures.

Financial Advisor

Residents of Culver City, CA may be helped by a financial advisor in various ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances. Culver City is a diverse city with a mix of affluent and middle-class neighborhoods, which means that financial advisors need to be adept at working with clients from different income brackets. Additionally, Culver City is home to a thriving entertainment industry, which presents unique financial challenges for those working in the field. A financial advisor can help these individuals navigate the complexities of their earnings, such as managing residuals and royalties. Furthermore, Culver City is located in Los Angeles County, which has some of the highest housing costs in the country. A financial advisor can assist residents in navigating the local real estate market and making informed decisions about purchasing or renting a home. Overall, a financial advisor can provide invaluable guidance to Culver City residents looking to achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Culver City, CA would greatly benefit from the expertise of a mortgage loan officer. With the city's high cost of living, many residents may struggle to secure a mortgage on their own. A loan officer can provide guidance on the best mortgage options available and assist with the application process. Additionally, Culver City is known for its diverse population and unique neighborhoods, each with their own set of housing challenges. A knowledgeable loan officer can navigate these complexities and find the best loan options for each individual. Whether it's a first-time homebuyer or a seasoned homeowner looking to refinance, a mortgage loan officer can provide invaluable assistance to the residents of Culver City.

Tax Services

Residents of Culver City, CA can greatly benefit from the services of a tax advisor. With the city's bustling economy and diverse population, navigating the complex tax laws and regulations can be a daunting task. A tax advisor can provide guidance on tax planning, compliance, and preparation, helping residents maximize their deductions and minimize their tax liabilities. Additionally, Culver City is home to many small businesses and entrepreneurs, who can benefit from the expertise of a tax advisor in areas such as business formation, bookkeeping, and payroll. With the constant changes in tax laws and regulations, it is crucial for residents to have a knowledgeable and experienced tax advisor to ensure compliance and avoid costly mistakes.

Estate Planning Lawyer

Residents of Culver City, CA can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive estate plan that will ensure their assets are distributed according to their wishes after they pass away. This is especially important in Culver City, where the cost of living is higher than the national average, and property values continue to rise. An estate planning lawyer can also help residents minimize their tax liabilities, protect their assets from creditors, and establish trusts for their children or other beneficiaries. Additionally, an estate planning lawyer can assist with healthcare directives and powers of attorney, which are crucial documents for anyone who wants to ensure their medical wishes are respected in the event of incapacity. In short, an estate planning lawyer can provide Culver City residents with peace of mind by helping them plan for the future and protect their loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs