Retirement Planning in Templeton, CA

We did the hard work of finding trustworthy partners in Templeton, 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 Templeton, CA

generic_business-71
Medallion Financial
Location 1818 Spring St suite a, Paso Robles, CA 93446, USA
Phone (805) 239-7443
Directions
generic_business-71
Paradigm Advisors
Location Riverside Ave, Paso Robles, CA 93446, USA
Phone (805) 400-1162
Directions
generic_business-71
The Rice Partnership
Location 104 Gateway Center Dr c, Paso Robles, CA 93446, USA
Directions
generic_business-71
BD Oxford Financial
Location 524 S Main St, Templeton, CA 93465, USA
Phone (805) 434-6971
Directions
generic_business-71
Larry M Jordan Tax & Financial
Location 65 S Main St, Templeton, CA 93465, USA
Phone (805) 434-5095
Directions
SEC File# 801-76973
CRD# 164666
5 out of 5
Location 7090 Atascadero Ave, Atascadero, CA 93422, USA
Phone (805) 450-4376
Directions
generic_business-71
Preservation Capital Group LLC
SEC File# 801-69919
CRD# 23224
5 out of 5
Location 4401 El Camino Real Suite A, Atascadero, CA 93422, USA
Phone (805) 462-0121
Directions
generic_business-71
Jack Crawford - Thrivent
Location 320 James Way Ste 250, Pismo Beach, CA 93449, USA
Phone (805) 600-2666
Directions
generic_business-71
Secure Retirement Solutions
Location 524 S Main St, Templeton, CA 93465, USA
Phone (805) 434-6971
Directions
generic_business-71
Garcia Wealth Management
Location 4555 El Camino Real STE J, Atascadero, CA 93422, USA
Phone (805) 466-2100
Directions
generic_business-71
Inheritance Builders
Location 905 Lenosa Ln, Atascadero, CA 93422, USA
Phone (805) 461-1209
Directions
generic_business-71
Anne Crabbe, CFP
5 out of 5
Location 935 Riverside Ave STE 11, Paso Robles, CA 93446, USA
Phone (805) 237-6460
Directions
generic_business-71
Rothman Investment Management
Location 9700 El Camino Real suite 302, Atascadero, CA 93422, USA
Phone (805) 286-6378
Directions
generic_business-71
Rolf Monteen Investments
Location 1428 Phillips Ln STE 202, San Luis Obispo, CA 93401, USA
Phone (805) 545-8995
Directions
generic_business-71
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 5965 Traffic Way, Atascadero, CA 93422, USA
Directions
generic_business-71
Edward Jones - Financial Advisor
5 out of 5
Location 9700 El Camino Real #200, Atascadero, CA 93422, USA
Phone (805) 466-1044
Directions
generic_business-71
Edward Jones - Financial Advisor: Terrence J Crowe
Location 1046 Vine St, Paso Robles, CA 93446, USA
Phone (805) 226-8225
Directions
generic_business-71
Sound Financial & Insurance Solutions, Inc.
5 out of 5
Location 1177 Marsh St Suite 200, San Luis Obispo, CA 93401, USA
Phone (805) 452-5327
Directions
generic_business-71
Aquila Wealth Advisors, LLC
5 out of 5
Location 872 Higuera St, San Luis Obispo, CA 93401, USA
Phone (805) 250-4552
Directions
generic_business-71
The James Financial Group
3 out of 5
Location 1186 E Grand Ave, Arroyo Grande, CA 93420, USA
Phone (805) 473-6670
Directions
generic_business-71
Legacy Retirement Advisors
SEC File# 801-62667
CRD# 7717
4 out of 5
Location 565 8th St, Paso Robles, CA 93446, USA
Phone (805) 226-0445
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
Directions
generic_business-71
Templeton Gardens Senior Apartments
4 out of 5
Location 283 Heather Ct # 12A, Templeton, CA 93465, USA
Phone (805) 434-0658
Directions
generic_business-71
Michael Thomas - Raymond James
Location 317 S Main St, Templeton, CA 93465, USA
Phone (949) 640-9760
Directions
generic_business-71
Brown & Associates Bookkeeping and Tax Preparation
Location 1295 Santa Rita Rd, Templeton, CA 93465, USA
Phone (805) 674-5810
Directions
generic_business-71
Santana Wealth Management
Location 7350 El Camino Real STE 201, Morro Bay, CA 93442, USA
Phone (805) 225-1919
Directions
generic_business-71
SAVVY8
Location 1135 Galeria Cir, Atascadero, CA 93422, USA
Phone (805) 391-4198
Directions
Retirement Planning in Templeton, CA

About Templeton, CA for Those Planning to Retire

Templeton, CA is a charming town nestled in the heart of California's Central Coast. This idyllic community boasts a rich history, with landmarks like the historic Templeton Hotel and the Templeton Feed & Grain building. The town is also home to several top employers, including Twin Cities Community Hospital, the Templeton Unified School District, and the Firestone Walker Brewing Company. Major highways and streets in Templeton include Highway 101, Main Street, and Vineyard Drive, which winds through the picturesque wine country surrounding the town. The neighborhoods in Templeton are diverse and vibrant, with everything from historic homes to modern developments. Whether you're looking for a quiet suburban retreat or a bustling downtown atmosphere, Templeton has something to offer everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Templeton, CA would greatly benefit from the services provided by a bank. One specific way that a bank could assist the community is by offering loans for small businesses. Templeton is a town that heavily relies on local businesses, and having access to funding could help these businesses grow and thrive. Additionally, a bank could provide financial education to residents, helping them to better understand budgeting, saving, and investing. This could be especially helpful for the many young families in Templeton who are looking to build a secure financial future. Furthermore, a bank could offer online banking services, which would be particularly useful for those who work long hours or have mobility issues. With the convenience of online banking, residents could easily manage their finances from the comfort of their own homes.

Insurance Broker

Residents of Templeton, CA could benefit from the expertise of an insurance broker in many ways. For instance, the broker can help them navigate the complex and ever-changing insurance landscape, ensuring that they get the coverage they need at a price they can afford. This is particularly important in Templeton, where the cost of living is high and many people struggle to make ends meet. Additionally, the broker can help residents understand the nuances of different policies, such as deductibles, co-pays, and exclusions, so they can make informed decisions about their coverage. Moreover, the broker can assist residents in filing claims and resolving disputes with insurance companies, which can be a daunting and time-consuming process. Overall, an insurance broker can be a valuable resource for residents of Templeton, helping them protect their assets, safeguard their health, and secure their financial future.

Wealth Management

Residents of Templeton, CA can benefit greatly from the services of a wealth manager. Given the town's location in San Luis Obispo County, which is known for its high cost of living, a wealth manager can help residents navigate the complexities of financial planning and investment. With a wealth manager's expertise, Templeton residents can develop personalized investment strategies that align with their long-term financial goals, whether that be saving for retirement or funding their children's education. Additionally, a wealth manager can provide guidance on tax planning and estate planning, which can be especially important for residents who own property or businesses in the area. By working with a wealth manager, Templeton residents can feel more confident about their financial future and enjoy peace of mind knowing that their finances are in good hands.

Financial Advisor

Residents of Templeton, CA could benefit from the services of a financial advisor in several ways. Firstly, given that the town is located in San Luis Obispo County, which is known for its high cost of living, a financial advisor could help residents manage their finances and create a budget that accounts for the area's expenses. Additionally, Templeton is home to several small businesses, and a financial advisor could assist entrepreneurs in creating a business plan, securing funding, and managing their finances. Furthermore, with the town's proximity to several vineyards and wineries, a financial advisor could help residents invest in the local wine industry or navigate the complexities of estate planning for vineyard owners. In short, a financial advisor could provide invaluable support to residents of Templeton, whether they are individuals, business owners, or investors in the local wine industry.

Mortgage Loan Officer

Residents of Templeton, CA can greatly benefit from the services of a mortgage loan officer. With the town's population steadily increasing, many people are looking for affordable housing options. A mortgage loan officer can help by providing guidance on the various loan options available, including government-backed loans and conventional loans. They can also assist with the pre-approval process, which is essential in a competitive housing market like Templeton's. Additionally, a mortgage loan officer can help residents with poor credit scores or limited financial resources by connecting them with programs that offer down payment assistance or other financial incentives. Overall, the services of a mortgage loan officer can make the home-buying process less daunting and more accessible for residents of Templeton, CA.

Tax Services

Residents of Templeton, CA could benefit from the expertise of a tax advisor in a myriad of ways. For instance, the tax advisor could help them navigate the complex tax laws and regulations that are unique to California. With the highest state income tax rate in the nation, California residents face a significant tax burden, and a tax advisor could help them identify ways to minimize their tax liability. Additionally, Templeton is a small town with a thriving agricultural industry, and many residents are farmers or own small businesses related to agriculture. A tax advisor could assist these individuals with tax planning strategies that are specific to their industry, such as taking advantage of deductions for farm equipment or depreciation of agricultural buildings. Furthermore, Templeton is located in San Luis Obispo County, which has some of the highest property values in California. A tax advisor could help homeowners in Templeton understand the intricacies of property tax laws and identify ways to reduce their property tax bill.

Estate Planning Lawyer

Residents of Templeton, CA can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by helping them create a comprehensive estate plan that includes a will, a trust, and other necessary documents. This is particularly important in Templeton, CA, where many residents own agricultural land and may have unique estate planning needs. An experienced lawyer can help them navigate the complex legal issues surrounding estate planning for agricultural land, such as property tax assessments and conservation easements. Additionally, a lawyer can help residents with probate and trust administration, ensuring that their loved ones are able to access their assets and property without unnecessary delays or complications. Finally, an estate planning lawyer can assist with other important legal matters, such as creating powers of attorney and healthcare directives, to ensure that residents' wishes are respected in the event of incapacity or illness.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs