Retirement Planning in Fair Oaks, CA

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Top Retirement Planners in Fair Oaks, CA

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Northern California Center for Estate Planning and Elder Law
3 out of 5
Location 2277 Fair Oaks Blvd #320, Sacramento, CA 95825, USA
Phone (916) 437-3500
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 8525 Madison Ave Suite 148, Fair Oaks, CA 95628, USA
Phone (916) 961-1002
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 8002 California Ave, Fair Oaks, CA 95628, USA
Phone (916) 967-0700
Directions
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Pamela G Budenbender - Financial Advisor, Ameriprise Financial Services, LLC
Location 8080 Madison Ave Ste 201B, Fair Oaks, CA 95628, USA
Phone (916) 537-0450
Directions
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CCC Financial & Insurance Services
5 out of 5
Location 8883 N Winding Way, Fair Oaks, CA 95628, USA
Phone (916) 965-8636
Directions
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Horizon Wealth Group LLC
Location 530 Plaza Dr #100, Folsom, CA 95630, USA
Phone (925) 244-6600
Directions
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Machen Wealth Management
Location 2377 Gold Meadow Way Suite #100, Gold River, CA 95670, USA
Phone (916) 526-2680
Directions
Retirement Planning in Fair Oaks, CA

About Fair Oaks, CA for Those Planning to Retire

Fair Oaks, CA, a charming suburban community located in Sacramento County, boasts a plethora of landmarks that are sure to pique the interest of any history buff. The Fair Oaks Theatre Festival, a beloved local institution, has been entertaining audiences with its eclectic mix of plays and musicals since 1982. The Fair Oaks Village, a quaint downtown area, is home to numerous historic buildings, including the Fair Oaks History Center and the Fair Oaks Library, which was built in 1906. In terms of top employers, Fair Oaks is home to a diverse range of businesses, from healthcare providers like Mercy San Juan Medical Center to technology firms like Intel Corporation. The Sacramento County Sheriff's Department, which has a station in Fair Oaks, is also a major employer in the area. Major highways and streets that run through Fair Oaks include the Sunrise Boulevard, which connects the community to Sacramento to the south, and the Fair Oaks Boulevard, which runs east-west through the heart of the town.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Fair Oaks, CA could benefit from a bank in numerous ways. For instance, a bank could provide residents with financial services such as checking and savings accounts, loans, and credit cards. Specifically, residents could use these services to help them save money for their children's education, home renovations, or even a new car. Additionally, a bank could offer financial advice to residents who may be struggling with debt or managing their finances. This could be especially helpful in Fair Oaks, CA where the cost of living is higher than the national average. Furthermore, a bank could provide residents with access to ATMs and online banking services, making it easier for them to manage their accounts and make transactions. Overall, a bank could be a valuable resource for residents of Fair Oaks, CA in helping them achieve their financial goals and improve their financial well-being.

Insurance Broker

Residents of Fair Oaks, CA can greatly benefit from the services of an insurance broker. With the town's proximity to the American River, flooding can be a major concern for homeowners. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have adequate coverage in the event of a disaster. Additionally, with the town's growing population and bustling business community, liability insurance is a must for many residents. An insurance broker can help business owners and individuals find the right policies to protect them from potential lawsuits. Furthermore, with the high cost of healthcare, an insurance broker can assist residents in finding affordable health insurance options that meet their specific needs. Overall, an insurance broker can provide invaluable assistance to Fair Oaks residents in navigating the often-confusing world of insurance and ensuring they have the coverage they need for peace of mind.

Wealth Management

Residents of Fair Oaks, CA can benefit greatly from the services of a wealth manager. With the area's high median household income and thriving business community, a wealth manager can assist in managing assets, creating investment strategies, and planning for retirement. Additionally, with the abundance of outdoor recreation opportunities in Fair Oaks, such as the American River Parkway, a wealth manager can also help clients plan for expenses related to leisure activities and ensure their financial goals align with their lifestyle. Furthermore, with the recent influx of new residents to the area, a wealth manager can provide guidance on navigating the local real estate market and making sound investment decisions. Overall, a wealth manager can help residents of Fair Oaks, CA achieve financial stability and security in a rapidly growing and dynamic community.

Financial Advisor

Residents of Fair Oaks, CA can benefit from the expertise of a financial advisor in several ways. Firstly, with the average home price in Fair Oaks being significantly higher than the national average, a financial advisor can assist in creating a comprehensive plan to manage mortgage payments and ensure that residents are not overextending themselves financially. Additionally, with the cost of living in Fair Oaks being above the national average, a financial advisor can help residents create a budget and manage their expenses to ensure they are living within their means. Furthermore, with a significant portion of Fair Oaks residents being retirees, a financial advisor can assist in creating a retirement plan that takes into account the unique needs and challenges that come with retirement. Overall, a financial advisor can provide valuable guidance to residents of Fair Oaks, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Fair Oaks, CA could greatly benefit from the expertise and assistance of a mortgage loan officer. With the town's desirable location near the American River and its abundance of parks and recreational activities, many residents may be looking to purchase a home in the area. A mortgage loan officer can help guide them through the often complicated and overwhelming process of securing a home loan. They can provide valuable insight into the various types of loans available, help residents determine what they can afford, and assist with the application and approval process. Additionally, with Fair Oaks being a part of the greater Sacramento area, a mortgage loan officer can help residents navigate the unique housing market of the region. With their bursty and complex knowledge of the industry, a mortgage loan officer can be an invaluable resource for residents of Fair Oaks, CA.

Tax Services

Residents of Fair Oaks, CA can greatly benefit from the expertise of a tax advisor. One specific way a tax advisor can help residents is by providing guidance on the tax implications of owning property in the area. Fair Oaks is known for its beautiful homes and scenic views, which can lead to higher property values and therefore, higher property taxes. A tax advisor can assist homeowners in understanding the various deductions and credits available to them, as well as help them navigate the complexities of the state and local tax codes. Additionally, a tax advisor can offer advice on how to maximize retirement savings, which is especially important for the many retirees who call Fair Oaks home. With their knowledge and experience, a tax advisor can help residents of Fair Oaks, CA make informed financial decisions and ensure they are taking full advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Fair Oaks, CA can benefit from the services of an estate planning lawyer in a variety of ways. Firstly, an estate planning lawyer can assist in creating a comprehensive estate plan that takes into account the unique laws and regulations of California. This is particularly important in Fair Oaks, which is known for its high concentration of retirees and elderly residents. Additionally, an estate planning lawyer can help residents protect their assets from potential creditors and lawsuits, which is especially important in a community where many residents own businesses or have significant assets. Finally, an estate planning lawyer can assist with the administration of an estate after a loved one has passed away, providing guidance and support during a difficult time. Overall, the expertise of an estate planning lawyer can be invaluable for residents of Fair Oaks, CA who want to ensure their assets are protected and their wishes are carried out.

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