Retirement Planning in Butte County, CA

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List of Firms

Top Retirement Planners in Butte County, CA

Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1103 Butte House Rd A, Yuba City, CA 95991, USA
Phone (530) 671-2179
Language https://www.edwardjones.com/us-en
Directions
Butte County Development Services Department
3 out of 5
Location 7 County Center Dr, Oroville, CA 95965, USA
Phone (530) 552-3700
Language http://www.buttecounty.net/dds/home.aspx
Directions
Ridge Financial Planning
SEC File# 801-113696
CRD# 154616
5 out of 5
Location 6779 Skyway Suite A, Paradise, CA 95969, USA
Phone (530) 762-7211
Language http://www.ridgefinancialplanning.com/
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
Butte County Department of Employment and Social Services
3 out of 5
Location 765 East Ave, Chico, CA 95926, USA
Phone (877) 410-8803
Language http://www.buttecounty.net/DESS
Directions
US Social Security Administration
4 out of 5
Location 115 Table Mountain Blvd, Oroville, CA 95965, USA
Phone (800) 772-1213
Language http://www.socialsecurity.gov/
Directions
Retirement Planning in Butte County, CA

About Butte County, CA for Those Planning to Retire

Butte County, located in Northern California, is a vibrant and diverse region filled with natural beauty and bustling urban centers. From the majestic Sierra Nevada Mountains to the sprawling Sacramento Valley, this county boasts a plethora of landmarks and attractions that are sure to delight visitors and locals alike. Some of the most notable landmarks in Butte County include the iconic Bidwell Mansion, a stunning Victorian-era home that was once owned by John Bidwell, a prominent California pioneer and politician. Other popular attractions include the historic Oroville Dam, the stunning Feather River Canyon, and the vibrant downtown areas of Chico and Paradise. In terms of top employers, Butte County is home to a diverse array of businesses and industries, including healthcare, education, agriculture, and technology. Some of the largest employers in the area include Enloe Medical Center, California State University, Chico, and Sierra Nevada Brewing Co.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Butte County, CA can benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. Given the county's rich agricultural heritage, farmers and small business owners can benefit from loans to help them grow their businesses. Furthermore, given the county's location in Northern California, residents can benefit from investment opportunities in the tech industry, which can be facilitated by a bank. Additionally, with the county being prone to natural disasters such as wildfires, banks can provide financial assistance to those affected. In conclusion, a bank can provide a range of services that can help residents of Butte County, CA achieve their financial goals and navigate the unique challenges that come with living in the area.

Insurance Broker

Residents of Butte County, CA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complexities of insurance policies and select the right coverage for their needs. This is especially important in Butte County, which is prone to wildfires and other natural disasters. An insurance broker can help residents understand the nuances of their policies and ensure that they are adequately covered in the event of a disaster. Additionally, an insurance broker can help residents find affordable insurance options, which is particularly important in a county where the median household income is below the state average. Overall, an insurance broker can provide invaluable assistance to residents of Butte County, helping them protect themselves and their families from financial hardship.

Wealth Management

Residents of Butte County, CA could benefit from a wealth manager in several ways. For example, a wealth manager could help individuals in Butte County navigate the complexities of estate planning and asset protection. With Butte County being home to a large number of retirees, a wealth manager could help these individuals ensure that their assets are protected and preserved for their heirs. Additionally, a wealth manager could assist individuals in Butte County with investment planning, helping them to build a diversified portfolio that aligns with their long-term financial goals. Given the unique challenges that residents of Butte County face, such as the threat of wildfires and other natural disasters, a wealth manager could also help individuals in the area develop contingency plans to protect their wealth in the event of an emergency. Overall, a wealth manager could provide invaluable guidance and support to residents of Butte County, helping them to achieve financial security and peace of mind.

Financial Advisor

Residents of Butte County, CA would greatly benefit from the services of a financial advisor. With a population of over 200,000 and a median household income of $48,000, many families in the area are struggling to make ends meet. A financial advisor can help these families create a budget, set financial goals, and develop a plan to achieve those goals. Additionally, Butte County is prone to natural disasters such as wildfires and floods, which can have a devastating impact on families' finances. A financial advisor can help families prepare for these emergencies by creating an emergency fund and reviewing insurance policies. Moreover, with Butte County being an agricultural hub, many residents are employed in the farming industry, which can have unique financial challenges. A financial advisor can help farmers navigate the complexities of taxes, crop insurance, and succession planning for their businesses. Overall, a financial advisor can provide valuable guidance and support to residents of Butte County, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Butte County, CA can benefit from the services of a mortgage loan officer in a variety of ways. For instance, the officer can help them secure a loan to purchase a home in one of the county's many beautiful neighborhoods, such as Chico or Oroville. Additionally, the officer can provide guidance and advice on the different types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the best option for their financial situation. Butte County is known for its natural beauty, including the stunning Feather River Canyon and the expansive Lake Oroville, and a mortgage loan officer can help residents take advantage of this by securing a loan for a vacation home or investment property in the area. Furthermore, the officer can assist residents in navigating the complex process of refinancing an existing mortgage, which can potentially save them thousands of dollars in interest payments over the life of the loan.

Tax Services

Residents of Butte County, CA could greatly benefit from the assistance of a tax advisor. With the county's vast agricultural industry, a tax advisor could provide guidance on tax deductions for farmers and ranchers, including those related to equipment, livestock, and land. Additionally, with Butte County being home to a large number of retirees, a tax advisor could help seniors navigate the complex tax laws surrounding retirement income and social security benefits. Furthermore, with the recent devastating wildfires in the area, a tax advisor could assist residents in claiming deductions for property losses and casualty losses. Overall, a tax advisor could provide valuable insight and expertise to help Butte County residents maximize their tax savings and minimize their liabilities.

Estate Planning Lawyer

Residents of Butte County, CA can benefit greatly from the services of an estate planning lawyer. These legal professionals can assist with a variety of tasks, such as drafting wills, trusts, and other estate planning documents. In Butte County, where natural disasters such as wildfires are common, an estate planning lawyer can help residents prepare for the unexpected. For example, they can help create a plan for the distribution of assets in the event of a sudden death or incapacitation due to a disaster. Additionally, an estate planning lawyer can assist with complex issues such as tax planning and business succession planning. With their expertise, residents can ensure that their assets are protected and their wishes are carried out, even in the face of unforeseen circumstances.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Butte County, CA are multifaceted and intricate. These services range from assessing an individual's current financial standing to developing an investment strategy that aligns with their retirement goals. Furthermore, a retirement planner in Butte County, CA can provide guidance on social security benefits, tax planning, and estate planning. The unique aspect of retirement planning in Butte County, CA is the region's susceptibility to natural disasters such as wildfires and floods. A retirement planner in Butte County, CA can help clients prepare for such events by creating an emergency fund and reviewing insurance policies to ensure adequate coverage. Overall, a retirement planner in Butte County, CA can provide comprehensive retirement planning services that cater to the specific needs of the community, including natural disaster preparedness.

Butte County, CA is undoubtedly the best place to get a retirement planner. The county is home to a plethora of financial experts who are well-versed in the intricacies of retirement planning. What sets Butte County apart from other places is its unique blend of natural beauty and urban convenience. From the scenic beauty of Bidwell Park to the bustling downtown area, Butte County offers retirees a perfect mix of relaxation and entertainment. Moreover, the county's economy is thriving, which means that retirees can expect a stable and secure future. The financial experts in Butte County are adept at creating personalized retirement plans that cater to the specific needs of each retiree. They take into account factors such as health, lifestyle, and income to create a plan that ensures a comfortable and stress-free retirement. So, if you want to retire in peace and comfort, Butte County is the place to be.