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Lakewood Financial Planners

Lakewood financial planners are experts in the monetary field who can help you with your budgeting issues. California is a sunny and beautiful state to live in, but it is also a costly one. Maintaining a good standard of living in Lakewood, CA, takes more than just hard work; it also takes a keen sense of knowing how to balance your financial matters properly. For these reasons and many more, it is essential for you to meet with a Lakewood financial planner to better prepare for the long-term financial stability of you and your loved ones.

Certified Lakewood financial planners can offer crucial expertise in any number of budgeting areas that might affect you and your family. Whenever you are preparing to make a purchase on a new car or home, a finance planner in Lakewood, CA, can help you organize a sound plan that can save you money. They can also help you in preparing for future expenses, such as retirement plans and saving for the college education of your children. There are many things in life that require long-term budgeting foresight, and Lakewood financial planners can help you prepare for them with confidence and security.

Finding Reliable Specialists in Lakewood

Finance planners are certified experts in the monetary realm, and each planner undergoes years of training in order to provide professional assistance to people in all facets of budgeting. Many California finance planners specialize in specific areas of finance in order to more readily address the specific needs of certain people. That is why it is essential for you to research the specialists in your area to find one who can perfectly address whichever financial concerns that you bring to them.

The professional credentials of any Lakewood specialists that you choose can best be verified by checking to see whether or not they have signed a fiduciary oath. Planners who sign this oath are the most trustworthy individuals in the business because they have taken a vow to uphold the greatest standard of care for monetary dealings in the state of California. Their signing of the fiduciary oath essentially guarantees that you will receive the highest quality of service.

Payment Options for Lakewood Planners

The principle distinction between financial specialists in Lakewood, CA, is how they opt to collect payment. Some planners will earn a commission on the money you save, while others will have you pay them up front. There are pros and cons to both methods of payment, so you will want to consider each before deciding which payment option would be the most comfortable one for you.

Often times, a Lakewood financial planning website will earn a portion of the money that they help you save through the plans that they arrange for you. For instance, if they set you up with an IRA, Roth IRA or 401k plan that develops interest over time, then they will receive commission on that interest money. Under this deal, the finance planner might care more about the commission potential itself than about anything to do with you personally as a client. On the other hand, a planner who works for commission pay will only make money when they arrange a working deal for you.

Other finance planners will have you pay up front for their services. Under this type of payment option, you will be paying the planner whether or not they save you any money. A planner who makes their money up front could actually be more inspired to produce immediate savings for you, since they won't be relying on long term commissions. But whichever of these two options you would prefer as a customer, it is crucial to decide upon one when selecting a compatible Lakewood financial planner for yourself and your family.

Prioritizing Your Own Financial Goals

It is crucial to select a Lakewood financial planner who has experience in the areas of budgeting that are most relevant to your own life. If you have children who are set to embark on their higher education, there will be questions of loans and debt that you will need expert advice in dealing with. If you are changing jobs or setting up your own business, there will be adjusted budgeting concerns and even possible solo retirement plans for you to explore. Whatever your future plans might be, it is best to seek the qualified help of a Lakewood financial planner to assist in your monetary needs.

Lakewood financial planners deal with very crucial details about the budgeting concerns of you and your family. That is why you need to locate a planner with experience in the areas that most specifically apply to your own goals in life. The right planner can help you safeguard your investments and keep your financial future on a solid track.

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Financial Planners in Lakewood California

Eric Trapasso
Eric Trapasso
7821 24 Th St
Westminster, CA 92683

Mark Higginbotham
Mark Higginbotham
21515 Hawthorne Blvd
Suite 200
Torrance, CA 90503

Mark Higginbotham
Mark Higginbotham
2400 E Katella Ave
Suite 800
Anaheim, CA 92806

Josh Fatoullah
Josh Fatoullah
2121 Avenue of the Stars
Suite 2350
Los Angeles, CA 90067

Zain Griffith
Zain Griffith
9701 Wilshire Blvd
Suite 1000
Beverly Hills, CA 90212

Eric Pritz, CFP
Eric Pritz, CFP
2121 Avenue of the Stars
Los Angeles, CA 90067

Paul Taghibagi, CFP
Paul Taghibagi, CFP
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Theodore E.  Saade CFP®, AIF®, CMFC
Theodore E. Saade CFP®, AIF®, CMFC
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Alan Gelb, CFP
Alan Gelb, CFP
330 N. Brand Blvd.
Suite 1150
Glendale, CA 91203

Anthony Masterson
Anthony Masterson
12100 Wilsure Blvd.
8th Floor
Los Angeles, CA 90025

Rick Donnelly
Rick Donnelly
17901 Von Karman Ave
Suite 600
Irvine, CA 92614

Heather Castle CFP, ChFC, AIF
Heather Castle CFP, ChFC, AIF
1168 S. Barrington Avenue Suite 502
Los Angeles, CA 90049

Simon Reeves
Simon Reeves
30 Enterprise, Suite #190
Aliso Viejo, CA 92656

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