Retirement Planning in Marin County, CA

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List of Firms

Top Retirement Planners in Marin County, CA

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Pharos Wealth Management
5 out of 5
Location 352 Ignacio Blvd, Novato, CA 94949, USA
Phone (415) 209-5916
Language http://www.pharoswealth.com/
Directions
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LFA Private Wealth Management
5 out of 5
Location 438 Ignacio Blvd, Novato, CA 94949, USA
Phone (415) 924-6703
Language http://www.lfaprivatewealth.com/
Directions
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Miller Pacific Financial Advisors
Location 80 E Sir Francis Drake Blvd, Larkspur, CA 94939, USA
Phone (415) 524-8089
Language https://www.millerpacadvisors.com/
Directions
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Support Services For Elders
Location 1005 A St #207, San Rafael, CA 94901, USA
Phone (415) 456-8692
Language http://www.ioaging.org/services/care_managment_financial_services_sf.html
Directions
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Allegra Conklin - Financial Advisor, Ameriprise Financial Services, LLC
Location 4314 Redwood Hwy STE 400, San Rafael, CA 94903, USA
Phone (415) 492-8222
Language https://www.ameripriseadvisors.com/allegra.n.conklin/?cid=IP_local_google
Directions
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Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location 300 Tamal Plaza Suite 175, Corte Madera, CA 94925, USA
Phone (415) 927-0722
Language https://www.marinerwealthadvisors.com/?utm_source=google-my-business&utm_medium=organic
Directions
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REUSCHER FINANCIAL GROUP
Location 853 Reichert Ave, Novato, CA 94945, USA
Phone (415) 892-9500
Language http://www.reuscher.com/
Directions
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RBC Wealth Management Branch - Marin
Location 300B Drakes Landing Rd Suite 155, Greenbrae, CA 94904, USA
Phone (415) 445-8460
Language https://us.rbcwealthmanagement.com/marin?utm_source=GMB&utm_medium=Yext
Directions
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Marin County Employees' Retirement Association
Location 1 McInnis Pkwy STE 100, San Rafael, CA 94903, USA
Phone (415) 473-6147
Language http://www.mcera.org/
Directions
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For Retired Only
Location 2140 Redwood Hwy # K3, Greenbrae, CA 94904, USA
Phone (415) 409-0100
Directions
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Fairlead Financial Advisors
Location 400 Murray Ave c, Larkspur, CA 94939, USA
Phone (415) 381-6890
Language http://www.fairlead-fa.com/
Directions
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Lumina Financial Consultants, LLC
Location 100 Shoreline Hwy Suite 100B, Mill Valley, CA 94941, USA
Phone (415) 944-5040
Language http://www.luminafi.com/
Directions
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Anthony Trias - CERTIFIED FINANCIAL PLANNER™
5 out of 5
Location 165 N Redwood Dr #100, San Rafael, CA 94903, USA
Phone (415) 479-1777
Language http://stonebridgefinancialgrp.com/
Directions
Retirement Planning in Marin County, CA

About Marin County, CA for Those Planning to Retire

Marin County, nestled in the heart of Northern California, is a land of natural beauty and cultural richness. From the rugged coastline to the rolling hills, this area is home to a diverse array of landmarks that attract visitors from all over the world. Among the most notable are the Golden Gate Bridge, Muir Woods National Monument, and Mount Tamalpais State Park. These natural wonders are complemented by a thriving economy that is anchored by some of the top employers in the region, including Autodesk, Kaiser Permanente, and the County of Marin. The area is also well-connected, with major highways and streets like Highway 101, Sir Francis Drake Boulevard, and the Marin-Sonoma Narrows providing easy access to neighboring communities. And when it comes to neighborhoods, Marin County has something for everyone, from the charming historic district of Sausalito to the upscale enclaves of Tiburon and Belvedere.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Marin County, CA can benefit greatly from the services provided by a bank. One of the most common ways a bank can help the residents of Marin County is by providing them with financial resources to purchase or refinance their homes. Marin County is known for its high cost of living, and many residents struggle to afford the high prices of homes in the area. A bank can offer various loan options, including fixed or adjustable-rate mortgages, to help residents achieve their dream of homeownership. Additionally, a bank can provide financial education and guidance to help residents manage their finances and plan for their future. With access to a bank's resources, residents of Marin County can improve their financial stability and achieve their financial goals.

Insurance Broker

Residents of Marin County, CA can benefit immensely from the services of an insurance broker. With the county's high cost of living and affluent population, insurance needs can be complex and diverse. An experienced broker can help residents navigate the intricacies of health, life, home, and auto insurance policies, ensuring that they are adequately covered for any eventuality. Additionally, Marin County is known for its high wildfire risk, and an insurance broker can help residents obtain comprehensive coverage that includes protection against fire damage. Brokers can also help residents assess their risk exposure and suggest appropriate insurance products tailored to their unique needs. With the help of an insurance broker, residents of Marin County can rest easy knowing that they are well-protected against any potential risks.

Wealth Management

Residents of Marin County, CA could benefit from the services of a wealth manager in a variety of ways. Given the affluent nature of the area, a wealth manager could help residents manage their wealth and investments in a way that maximizes their returns while minimizing risk. Additionally, a wealth manager could assist with tax planning and estate planning, which can be particularly important in Marin County, where property values are high and many residents have significant assets. Furthermore, a wealth manager could provide guidance on charitable giving and philanthropy, which is a common practice in Marin County, where residents are often socially conscious and engaged in their communities. Overall, a wealth manager can help residents of Marin County manage their finances in a way that aligns with their values and goals, while also providing peace of mind and financial security.

Financial Advisor

Residents of Marin County, CA can benefit from the expertise and guidance of a financial advisor in a number of ways. Given the county's high cost of living, one specific area where a financial advisor can be particularly helpful is in developing a comprehensive budget and savings plan that takes into account the unique financial challenges of the region. With its high housing costs and affluent population, Marin County presents a complex financial landscape that requires careful planning and management. A skilled financial advisor can help residents navigate this landscape by providing tailored advice on everything from tax planning and investment strategies to retirement planning and estate planning. Additionally, a financial advisor can help residents stay on track with their financial goals by providing ongoing support and guidance as their financial situation evolves over time. Whether you're just starting out or looking to optimize your existing financial plan, a financial advisor can be an invaluable resource for residents of Marin County looking to achieve long-term financial success.

Mortgage Loan Officer

Residents of Marin County, CA can benefit greatly from the services of a mortgage loan officer. The county is known for its high cost of living, which makes it challenging for many residents to purchase a home without financial assistance. A mortgage loan officer can help potential homeowners navigate the complex process of securing a loan, including determining the best type of loan for their needs, calculating monthly payments, and ensuring that all necessary paperwork is completed accurately and on time. Moreover, the loan officer can provide valuable advice on the local housing market, which can be particularly helpful in Marin County, where the real estate market can be unpredictable and competitive. With the help of a mortgage loan officer, residents of Marin County can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Marin County, CA can benefit greatly from the guidance of a tax advisor. With the county's high cost of living and affluent population, navigating the complexities of tax law can be daunting. A tax advisor can assist residents in maximizing deductions and credits, minimizing tax liabilities, and ensuring compliance with state and federal regulations. Additionally, Marin County has a unique tax landscape with a high concentration of small business owners and self-employed individuals. A tax advisor can provide valuable advice on business structure, tax planning, and financial reporting. With their expertise, residents can make informed decisions that not only benefit their bottom line but also contribute to the economic growth of the county.

Estate Planning Lawyer

Residents of Marin County, CA could benefit from the services of an estate planning lawyer in a variety of ways. For instance, an estate planning lawyer can assist in creating a will or trust that outlines how a person's assets and property will be distributed upon their death. This is especially important in Marin County, which has a high cost of living and a significant amount of wealth. Additionally, an estate planning lawyer can help with tax planning, which is crucial in a county with high property and income taxes. They can also provide guidance on healthcare directives and powers of attorney, ensuring that a person's wishes are carried out in the event of incapacitation. Overall, working with an estate planning lawyer can provide peace of mind and help ensure that a person's assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Marin County, CA can provide a comprehensive approach to retirement planning that takes into account the unique needs and desires of each individual. With a focus on burstiness and complexity, retirement planners in Marin County can help clients navigate complex financial and investment decisions, while also providing guidance on estate planning and tax strategies. Specifically, in Marin County, retirees may face unique challenges related to the high cost of living and the impact of the tech industry on local real estate markets. Retirement planners in Marin County can help clients navigate these challenges and develop a personalized retirement plan that ensures financial security and peace of mind. Whether it's developing a retirement income strategy, choosing the right investment vehicles, or creating a comprehensive estate plan, retirement planners in Marin County can provide the expertise and guidance needed to achieve a successful retirement.

Marin County, CA is the ultimate destination for those seeking a reliable and efficient retirement planner. Situated in the heart of the Bay Area, Marin County boasts a unique blend of natural beauty and urban convenience, making it an ideal location for retirees. The county is home to an abundance of highly skilled and experienced financial advisors who specialize in retirement planning. These experts offer a wide range of services, including investment management, tax planning, and estate planning, among others. What sets Marin County apart from other locations is its strong community of retirees who have already navigated the complexities of retirement planning. These retirees are more than willing to share their experiences and offer valuable insights to those seeking guidance. Furthermore, Marin County is renowned for its robust network of senior centers, which provide a plethora of resources and support to retirees. With its stunning natural scenery, thriving community, and expert financial advisors, Marin County is undoubtedly the best place to get a retirement planner.