Retirement Planning in Placer County, CA

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Top Retirement Planners in Placer County, CA

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Modern Financial Planning - Sacramento
5 out of 5
Location 3175 Sunset Blvd #102, Rocklin, CA 95677, USA
Phone (510) 519-7009
Directions
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Measured Financial
Location 3017 Douglas Blvd Suite 300, Roseville, CA 95661, USA
Phone (916) 975-3700
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Perennial Pension & Wealth
Location 2281 Lava Ridge Ct, Roseville, CA 95661, USA
Phone (212) 532-3615
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Peak Financial Freedom Group
5 out of 5
Location 2520 Douglas Blvd #110, Roseville, CA 95661, USA
Phone (916) 791-7063
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Fergerson Financial
Location 899 Embarcadero Dr # 2, El Dorado Hills, CA 95762, USA
Phone (916) 941-1535
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Retirement Security Centers
Location 412 E Main St suite m, Grass Valley, CA 95945, USA
Phone (530) 615-1168
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Placer County Planning Department
5 out of 5
Location 3091 County Center Dr # 140, Auburn, CA 95603, USA
Phone (530) 745-3000
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James Braziel Estate-Financial Planning
Location 300 Harding Blvd # 102, Roseville, CA 95678, USA
Phone (916) 782-6688
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WGG Wealth Partners - Ameriprise Financial Services, LLC
Location 13620 Lincoln Way Ste 275, Auburn, CA 95603, USA
Phone (530) 823-9077
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Placer Summit Financial Group
Location 3300 Douglas Blvd # 420, Roseville, CA 95661, USA
Phone (916) 749-3825
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SEC File# 801-10970
CRD# 6413
Location 1520 Del Webb Blvd, Lincoln, CA 95648, USA
Phone (916) 253-9420
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Wheeler Financial Planning Roseville
5 out of 5
Location 800 Gibson Dr #727, Roseville, CA 95678, USA
Phone (916) 587-1782
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St Clair Financial | Ambassadors of Possibility
Location 2140 Professional Dr #250, Roseville, CA 95661, USA
Phone (916) 780-1848
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Abound Financial
5 out of 5
Location 4180 Douglas Blvd Suite 200, Granite Bay, CA 95746, USA
Phone (916) 846-7780
Directions
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Heather Smart, CFP®, CEPA®, APMA®, CRPC®
5 out of 5
Location 3741 Douglas Blvd Suite 290, Roseville, CA 95661, USA
Phone (916) 677-1640
Directions
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Pension Planners LLC
Location 4186 Douglas Blvd, Granite Bay, CA 95746, USA
Phone (916) 791-9095
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Retirement Planning in Placer County, CA

About Placer County, CA for Those Planning to Retire

Placer County, located in Northern California, is a bustling area filled with rich history and cultural landmarks. The county is home to several notable landmarks, including the Old Town Auburn, the Donner Memorial State Park, and the Folsom Lake State Recreation Area. These landmarks serve as a testament to the county's deep roots in California's history. Placer County is also home to several top employers, including Kaiser Permanente, Hewlett-Packard, and Oracle. These companies provide thousands of jobs to the county's residents, contributing to the area's economic growth and development. The county's major highways and streets include Interstate 80, Highway 65, and Highway 49. These roads connect Placer County to other areas of California, making it easy for residents and visitors to travel to and from the area. Placer County is made up of several neighborhoods, each with its own unique charm and personality. Some of the most popular neighborhoods include Rocklin, Roseville, and Lincoln.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Placer County, CA can benefit from the services provided by a bank in various ways. For instance, banks can help residents secure loans to start or expand their businesses, which is essential in a county like Placer that has a thriving business community. Additionally, banks can provide mortgages to help residents purchase homes in the county, which is known for its beautiful landscapes and vibrant communities. Banks can also offer financial planning and investment advice to help residents make informed decisions about their finances, especially in a county where the cost of living is relatively high. Furthermore, banks can provide convenient and secure ways of managing money, such as online banking and mobile banking, which are increasingly important in a county that is home to many tech-savvy residents. Overall, banks can play a crucial role in helping residents of Placer County, CA achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Placer County, CA can benefit from the expertise of an insurance broker in a number of ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage to suit their unique needs. This is particularly important in Placer County, where the risk of wildfires is high due to the dry, hot climate. An insurance broker can help residents understand their options for fire insurance and ensure that they have adequate coverage in the event of a disaster. Additionally, an insurance broker can help residents save money by identifying discounts and bundling policies to maximize savings. With the help of an insurance broker, residents of Placer County can rest assured that they have the right coverage at the right price to protect themselves and their assets.

Wealth Management

Residents of Placer County, CA could greatly benefit from the services of a wealth manager. With its booming economy and high standard of living, Placer County is home to many affluent individuals and families who require expert advice on managing their wealth. A wealth manager can assist these residents in a variety of ways, such as developing a comprehensive investment strategy, optimizing tax planning, and creating a long-term financial plan that takes into account their unique goals and aspirations. Additionally, due to the county's proximity to the Sierra Nevada mountain range, many residents may have investments in the outdoor recreation industry, such as ski resorts or hiking trails. A wealth manager with experience in this industry can provide valuable insights and guidance on how to navigate the unique challenges and opportunities of this market. Overall, a skilled wealth manager can help Placer County residents achieve financial security and peace of mind, allowing them to focus on enjoying all that this beautiful region has to offer.

Financial Advisor

Residents of Placer County, CA can greatly benefit from the services of a financial advisor. With a population of over 400,000 people, Placer County is one of the fastest-growing counties in California. As such, residents may find it challenging to navigate the complex financial landscape of the region. A financial advisor can help residents with a range of financial matters, such as managing their investments, planning for retirement, and creating a budget. Additionally, Placer County is home to many small businesses, and a financial advisor can help these entrepreneurs with business planning, tax strategies, and cash flow management. With the cost of living in Placer County being higher than the national average, having a financial advisor can provide peace of mind and help residents achieve their financial goals.

Mortgage Loan Officer

Residents of Placer County, CA can benefit from the expertise of a mortgage loan officer in a multitude of ways. One specific example is navigating the unique housing market in the area. With the county's proximity to Sacramento and Lake Tahoe, housing prices can vary greatly and fluctuate rapidly. A mortgage loan officer can provide guidance on how to qualify for loans and secure competitive interest rates to ensure residents can afford their dream home. Additionally, the loan officer can assist with understanding the various loan options available, such as FHA or VA loans, and help residents determine which option is best suited for their individual financial situation. With the assistance of a mortgage loan officer, residents of Placer County can confidently navigate the often complex and overwhelming process of purchasing a home.

Tax Services

Residents of Placer County, CA can benefit greatly from the services of a tax advisor. With the county's thriving economy, which is largely driven by the tourism and healthcare industries, there are many opportunities for individuals and businesses to earn income. However, navigating the complex tax laws and regulations can be overwhelming. A tax advisor can provide guidance on tax planning, preparation, and filing, ensuring that residents are in compliance with local, state, and federal tax laws. Additionally, Placer County has a high cost of living, which can make it difficult for individuals and families to save money. A tax advisor can help residents identify tax-saving strategies, such as deductions and credits, that can help them keep more of their hard-earned money. Overall, a tax advisor can provide invaluable support and guidance to residents of Placer County, helping them navigate the complex tax landscape and achieve financial stability.

Estate Planning Lawyer

Residents of Placer County, CA can benefit from the services of an estate planning lawyer in a variety of ways. One specific example is the unique estate tax laws in California, which can be confusing and overwhelming for individuals. An experienced estate planning lawyer can provide guidance on how to minimize tax liabilities and ensure that assets are distributed according to the individual's wishes. Additionally, residents of Placer County may need assistance with creating a trust or will, which can be complex and require legal expertise. A lawyer can also help with healthcare directives and power of attorney documents, which are crucial for individuals who want to ensure that their wishes are respected in the event of incapacitation. Overall, an estate planning lawyer can provide invaluable assistance to residents of Placer County, helping them navigate the complexities of estate planning and ensuring that their assets are protected and distributed according to their wishes.

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