Retirement Planning in Torrance, CA

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List of Firms

Top Retirement Planners in Torrance, CA

Trilogy Financial Services
Location 19191 Vermont Ave #650, Torrance, CA 90502, USA
Phone (310) 756-0600
Language https://www.trilogyfs.com/
Directions
Greenline Associates
5 out of 5
Location 2377 Crenshaw Blvd #201, Torrance, CA 90501, USA
Phone (310) 540-5185
Language http://greenlineca.com/
Directions
Debra Del Nero - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 3868 W Carson St Ste 102, Torrance, CA 90503, USA
Phone (310) 792-0900
Language https://www.ameripriseadvisors.com/debra.r.delnero/?cid=IP_local_google
Directions
Morgan Stanley Financial Advisors
Location 21250 Hawthorne Blvd Ste 650, Torrance, CA 90503, USA
Phone (310) 540-9511
Language https://advisor.morganstanley.com/torrance-branch?y_source=1_MjM2MTkwMi03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
EP Wealth Advisors
SEC File# 801-29358
CRD# 111147
5 out of 5
Location 25500 Hawthorne Blvd #1030, Torrance, CA 90505, USA
Phone (310) 791-3226
Language https://www.epwealth.com/
Directions
MIDTOWN COLLEGE PLANNING
Location 18411 Crenshaw Blvd #280, Torrance, CA 90504, USA
Phone (800) 679-7304
Language http://midtownplanning.com/
Directions
Davidson Financial Planing
Location 2790 Skypark Dr STE 200, Torrance, CA 90505, USA
Phone (310) 257-0755
Language http://davidsonfinancialplanning.com/
Directions
Branden Rubasky, CFP®
4 out of 5
Location 25500 Hawthorne Blvd #1140, Torrance, CA 90505, USA
Phone (310) 373-7351
Directions
Dorsey Wealth Management
5 out of 5
Location 21250 Hawthorne Blvd Suite 500, Torrance, CA 90503, USA
Phone (310) 370-7776
Language https://dorseywealth.com/
Directions
Retirement Planning in Torrance, CA

About Torrance, CA for Those Planning to Retire

Torrance, CA is a vibrant city located in the South Bay region of Los Angeles County. It is home to several landmarks such as the Del Amo Fashion Center, the largest mall in the Western United States, and the Torrance Cultural Arts Center, which hosts a variety of events throughout the year. The city also boasts a variety of top employers, including Honda, Toyota, and ExxonMobil. Major highways and streets in Torrance include the 405 and 110 freeways, as well as Pacific Coast Highway and Hawthorne Boulevard. These thoroughfares provide easy access to neighboring cities and attractions such as the beach and downtown Los Angeles. Torrance is divided into several distinct neighborhoods, each with its own unique character. These include the affluent neighborhoods of Southwood and Seaside, as well as the more working-class areas of North Torrance and Old Town. Despite their differences, all of these neighborhoods contribute to the diverse and dynamic culture of Torrance.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Torrance, CA can greatly benefit from the services provided by banks. One specific way that a bank can help residents is by offering loans to those looking to purchase a home in the city. Torrance is known for its beautiful neighborhoods and highly-rated schools, making it a desirable location for families. However, the cost of living in Torrance can be quite high, making it difficult for some to afford a home. A bank can offer various loan options, such as a fixed-rate mortgage or adjustable-rate mortgage, to help residents achieve their dream of homeownership. Additionally, banks can also provide financial education and resources to help residents manage their money and plan for their future. With the help of a bank, residents of Torrance can feel more confident in their financial decisions and secure in their future.

Insurance Broker

Residents of Torrance, CA can benefit from the expertise of an insurance broker in a myriad of ways. With its close proximity to the coast, Torrance is no stranger to natural disasters such as earthquakes, wildfires, and floods. An insurance broker can help residents navigate the complexities of insurance policies and ensure that they have adequate coverage for these types of events. Additionally, Torrance is home to a large number of small businesses, many of which may not have the resources to fully understand the intricacies of commercial insurance. An insurance broker can work with these businesses to assess their unique risks and provide tailored insurance solutions that protect their assets and livelihoods. Furthermore, Torrance has a diverse population, with many residents who may require specialized insurance coverage such as international travel insurance or health insurance for pre-existing conditions. An insurance broker can help these individuals find the right coverage at an affordable price.

Wealth Management

Residents of Torrance, CA can benefit greatly from the services of a wealth manager. With its high median household income and vibrant business community, Torrance presents unique opportunities for wealth creation and management. A skilled wealth manager can help residents navigate the complexities of investing in local businesses and real estate, as well as provide guidance on tax planning and retirement savings. Additionally, with Torrance's proximity to major tech and aerospace companies, a wealth manager can assist residents in developing a diversified portfolio that takes advantage of these industries' growth potential. With so many opportunities available, working with a wealth manager can help Torrance residents make informed decisions and achieve their financial goals.

Financial Advisor

Residents of Torrance, CA can benefit greatly from the services of a financial advisor. With the city's thriving economy and high standard of living, there are many opportunities for financial growth and investment. A financial advisor can help residents navigate the complex world of investments, retirement planning, and tax management. Specifically, Torrance is home to many small businesses and entrepreneurs, who may need guidance on how to manage their finances and maximize their profits. Additionally, the city's proximity to the tech industry and major corporations means that residents may have unique investment opportunities that require specialized knowledge. A financial advisor can provide expertise on these areas and help residents make informed decisions about their financial future. Furthermore, with the rising cost of living in Torrance, a financial advisor can help residents budget and save for major expenses such as housing, education, and healthcare. Overall, a financial advisor can be an invaluable resource for residents of Torrance looking to secure their financial future and achieve their long-term goals.

Mortgage Loan Officer

Residents of Torrance, CA can benefit from the services of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents of Torrance navigate the complex process of obtaining a mortgage loan. This is particularly important in Torrance, which has a highly competitive real estate market. Moreover, a mortgage loan officer can help residents of Torrance find the best mortgage rates and terms that suit their financial needs and goals. Additionally, a mortgage loan officer can offer valuable advice on how to improve credit scores and qualify for better loan terms. With the help of a mortgage loan officer, residents of Torrance can make informed decisions about their mortgage loans and achieve their dream of homeownership.

Tax Services

Residents of Torrance, CA can benefit from the expertise of a tax advisor in several ways. For instance, Torrance is home to a diverse population, including many small business owners, retirees, and families. A tax advisor can help small business owners navigate the complex tax laws and regulations, ensuring that they are in compliance and minimizing their tax liability. Similarly, retirees can benefit from tax planning services that help them maximize their retirement income and minimize taxes on their investments and Social Security benefits. Families can also benefit from tax planning services, including advice on tax-efficient ways to save for college, maximize deductions, and minimize taxes on their estate. Additionally, Torrance is home to several major employers, including Honda, Toyota, and ExxonMobil. A tax advisor can help employees of these companies navigate the complex tax implications of their employee benefits, such as stock options and retirement plans.

Estate Planning Lawyer

Residents of Torrance, CA can benefit from the expertise of an estate planning lawyer in numerous ways. For instance, an estate planning lawyer can help Torrance residents to create a comprehensive estate plan that outlines their wishes for the distribution of their assets upon their demise. The lawyer can also help residents to minimize estate taxes and avoid probate. Moreover, given that Torrance is a city with a high population of seniors, estate planning lawyers can assist in creating trusts that ensure the protection of assets and provide for long-term care. Additionally, an estate planning lawyer can help residents to establish powers of attorney and advance medical directives, which are essential documents for anyone who wants to ensure their wishes are respected in the event of incapacitation.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Torrance, CA are designed to help individuals and families prepare for their golden years. Torrance, located in the South Bay region of Los Angeles County, has a diverse population with a mix of cultures and economic backgrounds. A retirement planner in Torrance can provide a range of services such as investment advice, tax planning, estate planning, and social security optimization. With the complexity of retirement planning, it is important to have a professional who understands the nuances of the local economy and can provide personalized advice tailored to each client's needs. A retirement planner in Torrance can help clients navigate the complexities of retirement planning, taking into account the unique challenges and opportunities that come with living in this bustling city.

Torrance, California is undoubtedly the best place to get a retirement planner. This city offers a unique blend of urban and suburban living, making it an ideal location for retirees. With its proximity to the beach, parks, and hiking trails, Torrance provides plenty of opportunities for outdoor activities. Additionally, the city boasts a diverse community, which means that there is a wide range of retirement planners available to cater to different needs and preferences. The city is also home to some of the best retirement communities in the state, providing retirees with a comfortable and secure place to spend their golden years. Furthermore, Torrance's robust economy and low crime rate make it an excellent place to retire. With its unique blend of natural beauty, cultural diversity, and economic stability, Torrance, California is undoubtedly the best place to get a retirement planner.