Retirement Planning in Huntington Beach, CA

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Top Retirement Planners in Huntington Beach, CA

Inspired Financial
SEC File# 801-79055
CRD# 125713
5 out of 5
Location 5011 Argosy Ave Suite 7, Huntington Beach, CA 92649, USA
Phone (714) 971-0663
Language https://www.inspiredfinancial.biz/
Directions
EKS Retirement Services
Location 16742 Gothard St # 213, Huntington Beach, CA 92647, USA
Phone (714) 375-5411
Language http://www.eksretirement.com/
Directions
michael coleman, ph.d
Location 2124 Main St, Huntington Beach, CA 92648, USA
Phone (714) 960-2316
Language http://www.michaelcolemanphd.com/ContactUs.html
Directions
Taylor Wealth Management
SEC File# 801-79185
CRD# 170457
Location 15061 Springdale St STE 202, Huntington Beach, CA 92649, USA
Phone (714) 248-9154
Language http://www.taylorwealthmgt.com/
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Titan Financial
4 out of 5
Location 16531 Bolsa Chica St #250, Huntington Beach, CA 92649, USA
Phone (714) 840-9283
Language https://www.titanfinancial.net/
Directions
Trilogy Financial Services
4 out of 5
Location 17011 Beach Blvd #800, Huntington Beach, CA 92647, USA
Phone (714) 843-9977
Language http://www.trilogyfs.com/
Directions
College Planning Advisory Group
Location 17011 Beach Blvd #220, Huntington Beach, CA 92647, USA
Phone (714) 831-0137
Language http://cpag.info/
Directions
Karam Wealth Advisors
5 out of 5
Location 7755 Center Ave 11th floor, Huntington Beach, CA 92647, USA
Phone (949) 398-0050
Language http://www.karamwealth.com/
Directions
MWJ Wealth Stategies LLC
Location 7777 Center Ave, Huntington Beach, CA 92647, USA
Phone (714) 890-1400
Language http://www.michaeljowdy.com/
Directions
Retirement Planning in Huntington Beach, CA

About Huntington Beach, CA for Those Planning to Retire

Huntington Beach, located in Orange County, California, is a vibrant coastal city with a plethora of landmarks and attractions. From the iconic Huntington Beach Pier, which stretches 1,850 feet into the Pacific Ocean, to the Bolsa Chica Ecological Reserve, which boasts over 1,200 acres of protected wetlands, there is no shortage of natural beauty to behold. The city is also home to major employers such as Boeing, Quiksilver, and Hyatt Regency, providing ample job opportunities for residents. Major highways and streets, including the Pacific Coast Highway and the 405 freeway, make commuting and travel a breeze. With diverse neighborhoods such as Downtown Huntington Beach, Huntington Harbour, and Surf City USA, there is a place for everyone to call home in this thriving city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Huntington Beach, CA can benefit from a bank in numerous ways. Firstly, with its proximity to the Pacific Ocean, Huntington Beach is a popular tourist destination, and banks can assist residents in managing their finances, whether it be through savings accounts, checking accounts, or credit cards, to take advantage of the economic opportunities that come with tourism. Additionally, Huntington Beach is home to a thriving surf culture, and banks can provide loans and financial advice to those looking to start a surf shop or surf school. Furthermore, with a large population of retirees, banks can help residents plan for their retirement by offering investment opportunities, IRA accounts, and other retirement planning services. Overall, banks play a crucial role in the financial well-being of the residents of Huntington Beach, CA, and provide essential services to help them achieve their financial goals.

Insurance Broker

Residents of Huntington Beach, CA can benefit greatly from the services of an insurance broker. With the city's proximity to the ocean, it is important for residents to have comprehensive insurance coverage for their homes and personal property. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have adequate coverage in the event of a natural disaster. Additionally, with the high cost of healthcare in California, an insurance broker can assist residents in finding affordable health insurance plans that meet their specific needs. With the ever-changing insurance market, an insurance broker can provide valuable insights and advice to help residents make informed decisions about their coverage. Overall, an insurance broker can provide peace of mind for residents of Huntington Beach, CA by helping them find the best insurance options to protect their assets and financial well-being.

Wealth Management

Residents of Huntington Beach, CA can greatly benefit from the expertise of a wealth manager. With the city's high cost of living and proximity to the ocean, many residents may struggle with managing their finances and investments. A wealth manager can provide tailored financial advice and help individuals navigate the complexities of the stock market. Additionally, with the city's booming real estate market, a wealth manager can assist in making informed decisions when it comes to purchasing or selling property. Furthermore, with Huntington Beach being a popular tourist destination, a wealth manager can advise on the potential tax implications of short-term rental income. Overall, a wealth manager can provide invaluable guidance to residents of Huntington Beach in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Huntington Beach, CA could benefit from the expertise of a financial advisor in several ways. With its high cost of living and proximity to expensive cities like Los Angeles, many residents may struggle to balance their budgets and save for the future. A financial advisor could help them create a personalized plan to manage their finances, including setting up a budget, saving for retirement, and investing wisely. Additionally, Huntington Beach is known for its strong tourism industry, which can be both a boon and a challenge for local businesses and individuals. A financial advisor could help navigate the ups and downs of this industry, providing guidance on how to save for lean times and capitalize on profitable ones. Furthermore, Huntington Beach is vulnerable to natural disasters like earthquakes and wildfires, which can have devastating financial consequences. A financial advisor could help residents prepare for these events by creating an emergency fund and reviewing insurance policies to ensure adequate coverage.

Mortgage Loan Officer

Residents of Huntington Beach, CA could greatly benefit from the services of a mortgage loan officer. As a coastal city in Orange County, Huntington Beach boasts a thriving community of homeowners and prospective buyers. With the median home value in the area exceeding $800,000, many residents may require the assistance of a mortgage loan officer to secure financing for their dream home. In addition, Huntington Beach is known for its diverse population, including a significant number of veterans and active-duty military personnel. A knowledgeable mortgage loan officer can provide specialized assistance to these individuals, including VA loans and other programs designed to support military homeownership. With the help of a skilled mortgage loan officer, residents of Huntington Beach can navigate the complex process of securing a mortgage with confidence and ease.

Tax Services

Residents of Huntington Beach, CA can benefit greatly from the services of a tax advisor. With its thriving tourism industry and high median home prices, the residents of Huntington Beach face unique tax challenges. A tax advisor can help them navigate the complexities of local tax laws and regulations, including the transient occupancy tax on short-term rentals and the capital gains tax on property sales. Additionally, a tax advisor can assist with maximizing deductions for beach-related businesses, such as surf schools and beachfront restaurants. With the help of a knowledgeable tax advisor, residents of Huntington Beach can ensure that they are taking advantage of all available tax breaks and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Huntington Beach, CA can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by helping individuals create a comprehensive estate plan that addresses their unique circumstances. This plan may include a will, trust, power of attorney, and healthcare directive. Given the high cost of living in Huntington Beach, it is crucial for individuals to protect their assets and ensure that they are distributed according to their wishes. Additionally, an estate planning lawyer can assist with strategies to minimize estate taxes and avoid probate. With its stunning beaches and proximity to major attractions like Disneyland, Huntington Beach is a popular destination for tourists and retirees alike. An estate planning lawyer can help residents navigate the complex legal landscape to ensure their assets are protected and their legacy is secure.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Huntington Beach, CA can be comprehensive and tailored to meet the unique needs of each client. The planner can provide an in-depth analysis of the client's financial situation, including their assets, liabilities, and income sources. They can also help the client develop a retirement savings plan that takes into account their desired retirement lifestyle, as well as any potential risks or uncertainties. Additionally, the planner can provide guidance on tax-efficient retirement strategies and investment options that align with the client's goals and risk tolerance. Being located in Huntington Beach, CA, the planner can also offer insights into the local real estate market and help clients navigate the complexities of property ownership in the area. Overall, the retirement planner can bring burstiness and complexity to the retirement planning process, ensuring that clients have a clear and comprehensive plan in place for their golden years.

Huntington Beach, CA is the ideal place to get a retirement planner, with its plethora of financial advisors and wealth management firms. From the bustling downtown area to the peaceful suburbs, there is no shortage of experts to help retirees navigate their finances. One standout feature of Huntington Beach is its close proximity to major financial hubs, such as Los Angeles and Irvine, making it easy to access top-tier financial services. Additionally, the city's diverse population and thriving economy provide retirees with a wide range of investment opportunities tailored to their unique needs. With its stunning beaches, vibrant culture, and top-notch financial services, Huntington Beach is truly the perfect place to plan for a secure and comfortable retirement.