Retirement Planning in Lafayette, CA

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Top Retirement Planners in Lafayette, CA

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Lafayette Square Financial Advisors, Inc.
Location 2950 Camino Diablo #220, Walnut Creek, CA 94597, USA
Phone (925) 284-7950
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Jason Borman - Raymond James
5 out of 5
Location 3736 Mt Diablo Blvd, Lafayette, CA 94549, USA
Phone (415) 848-1997
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spiegelman wealth management
5 out of 5
Location 985 Moraga Rd, Lafayette, CA 94549, USA
Phone (925) 385-6200
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Argent Wealth Advisors, LLC
Location 3736 Mt Diablo Blvd #300, Lafayette, CA 94549, USA
Phone (925) 282-1740
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Stark Miller Financial Benefits Group
Location 3650 Mt Diablo Blvd UNIT 104, Lafayette, CA 94549, USA
Phone (510) 839-4852
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Northwestern Mutual
Location 3738 Mt Diablo Blvd #306, Lafayette, CA 94549, USA
Phone (925) 299-3880
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SEC File# 801-106666
CRD# 281049
5 out of 5
Location 3658 Mt Diablo Blvd Ste 225, Lafayette, CA 94549, USA
Phone (925) 284-6880
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Teros Advisors
Location 3697 Mt Diablo Blvd #175, Lafayette, CA 94549, USA
Phone (925) 282-2260
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SLW Retirement Plan Advisors
Location 3697 Mt Diablo Blvd, Lafayette, CA 94549, USA
Phone (925) 282-2260
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The Rothschild Group - Ameriprise Financial Services, LLC
Location 100 Pringle Ave Ste 420, Walnut Creek, CA 94596, USA
Phone (925) 476-4762
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The Olin Financial Group
Location 2033 N Main St #600, Walnut Creek, CA 94596, USA
Phone (925) 746-7277
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Retirement Planning in Lafayette, CA

About Lafayette, CA for Those Planning to Retire

Lafayette, CA is a charming city nestled in the East Bay region of Northern California. Its picturesque landscape is dotted with several landmarks, including the Lafayette Reservoir, which offers breathtaking views of the surrounding hills and is a popular spot for hiking and fishing. The city is also home to the Lafayette Historical Society, which preserves the town's rich history through exhibits and events. Top employers in Lafayette include the Lafayette School District, which employs over 500 people, and the City of Lafayette, which provides a variety of services to the community. Major highways that run through the city include Highway 24 and 680, providing easy access to nearby cities such as Walnut Creek and Oakland. Lafayette is divided into several distinct neighborhoods, each with its own unique character and charm. The Happy Valley neighborhood is known for its spacious homes and lush greenery, while the Burton Valley neighborhood boasts top-rated schools and a tight-knit community.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lafayette, CA can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to residents who need loans to start a business or purchase a home. This is particularly important in Lafayette, which is known for its high cost of living and expensive real estate. Additionally, a bank can offer investment opportunities to residents who are looking to grow their wealth. Lafayette is home to many affluent individuals who are interested in investing in stocks, bonds, and other financial instruments. Lastly, a bank can provide financial education to residents who are looking to improve their financial literacy. This is particularly important in a city like Lafayette, where many residents work in high-paying jobs but may not have a strong understanding of personal finance. Overall, a bank can play a vital role in helping residents of Lafayette achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Lafayette, CA can greatly benefit from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, Lafayette is a city known for its high-end real estate market, and insurance brokers can help residents protect their valuable properties with specialized coverage options. Additionally, Lafayette is located in an area prone to natural disasters such as wildfires and earthquakes. Insurance brokers can help residents prepare for these events by finding policies that provide comprehensive coverage and financial protection. With the help of an insurance broker, residents of Lafayette can have peace of mind knowing that they are adequately protected in the face of unforeseen events.

Wealth Management

Residents of Lafayette, CA could benefit from the expertise of a wealth manager in a variety of ways. One specific example is the management of their investment portfolios. A wealth manager can analyze their current investments and make recommendations for adjustments based on their financial goals and risk tolerance. Additionally, residents of Lafayette, CA may have unique financial circumstances, such as owning property in the highly competitive Bay Area real estate market. A wealth manager can provide guidance on how to maximize the value of their real estate holdings and incorporate them into their overall financial plan. Furthermore, Lafayette, CA is known for its affluent community, which can come with complex tax implications. A wealth manager can help residents navigate these complexities and minimize their tax burden. Overall, a wealth manager can provide valuable guidance and expertise to help residents of Lafayette, CA achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Lafayette, CA can benefit from the expertise of a financial advisor in many ways. One of the most common ways is through retirement planning. Lafayette, CA is a city with a high cost of living, and many residents may struggle to save enough for retirement. A financial advisor can help residents create a personalized retirement plan that takes into account their unique financial situation and goals. This may include creating a budget, investing in retirement accounts, and exploring other options for generating income in retirement. Additionally, a financial advisor can help residents navigate the complex tax laws in California and ensure that they are taking advantage of all available tax deductions and credits. With the help of a financial advisor, residents of Lafayette, CA can feel confident that they are on track to achieve their financial goals and enjoy a comfortable retirement.

Mortgage Loan Officer

Residents of Lafayette, CA can benefit greatly from the services of a mortgage loan officer. The officer can provide guidance on various mortgage options and help clients choose the best one for their needs. Lafayette, CA is known for its high cost of living, and the loan officer can help residents navigate this by finding loans with competitive interest rates and low down payments. Additionally, the officer can help clients with credit issues by providing advice on how to improve their credit score and qualify for better loans. The officer can also assist with the loan application process, ensuring that all necessary documents are submitted and that the client is kept up-to-date on the status of their application. Overall, a mortgage loan officer can be an invaluable resource for residents of Lafayette, CA looking to purchase a home or refinance their current mortgage.

Tax Services

Residents of Lafayette, CA can benefit from the services of a tax advisor in numerous ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations that govern the city, including state and federal tax codes. Additionally, a tax advisor can provide valuable advice on tax planning, such as how to minimize tax liabilities, maximize deductions, and take advantage of tax credits. Furthermore, a tax advisor can assist residents in filing their tax returns accurately and on time, which can help them avoid penalties and interest charges. Specifically, Lafayette, CA residents could benefit from a tax advisor's knowledge of the city's unique tax laws, such as the local sales tax rate and business license requirements. With the help of a tax advisor, residents can ensure that they are fully compliant with all applicable tax laws and regulations, while also maximizing their tax savings.

Estate Planning Lawyer

Residents of Lafayette, CA can benefit from an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents ensure that their assets are distributed according to their wishes after their death. This is particularly important in Lafayette, where the median home value is $1.6 million, making it one of the most expensive cities in the United States. Secondly, an estate planning lawyer can help residents minimize their tax liabilities, which is especially important given California's high tax rates. Finally, an estate planning lawyer can help residents protect their assets from creditors and lawsuits, which is particularly relevant in Lafayette where there are many wealthy individuals and businesses. Overall, an estate planning lawyer can provide invaluable assistance to residents of Lafayette, helping them to protect their assets and ensure that their wishes are carried out after their death.

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