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San Jose Financial Planners

San Jose financial planners are going to help you get back on your feet after a job loss. You may be wondering where to turn trying to figure out your finances. Instead of struggling you should contact a San Jose financial planner to get advice about having an emergency fund, planning for retirement and understanding your employee benefits. San Jose planners can help you no matter what you are facing.

Professional Advice for Everyone

There is a better way to pay off credit cards and it is called a San Jose financial planner. You can find certified advisors and planners in San Jose, California when you search online. Using the internet is going to give you the best rated planners that can help you with your particular issue.

If you need to get out of debt a San Jose planner can help. California financial planners can also help if you are trying to set up a 401k account, enroll in group health insurance or saving for a college education. San Jose financial planners can be certified to help you in both your personal and professional monetary goals.

Do you want to open up your own business? Keeping your financial returns high means you can put more into your business and into your employees. Offering group health insurance is a major attraction so you want to make sure your benefit program is where it should be. This means you need to review your 401k options, life insurance choices and medical coverage.

Your San Jose financial planners can review your investment options and help get you involved in growth funds that can help your children or your employees. There is no cap or minimum of an annual salary to work with financial planners. You can even decide if you want to pay them with a fee only or with a set amount on commission.

Spending Money on a Home

Buying a home is a major event in a person's life. It is one of those moments of passage similar to graduating college. In all the excitement, it could be easy to skip over a few important details one of which is your interest rates. When you have San Jose financial planners looking out for your best interest you are guaranteed a low mortgage rate.

Interest rates can cause you a world of financial hurt. Just as they can for credit cards an interest rate on a mortgage can have you paying thousands in fees. Can you really afford to spend that much extra? Let your San Jose financial planner walk you through the prospective real estate markets to see which house will work best for you. Perhaps it is even that dream cottage on the corner that you didn't think the two of you could afford.

Having a place to call your own is important to people. If you are about to experience parenthood for the first time you feel a need to find a place to grow. You envision your future to help determine what you want to do. Your San Jose financial planner is going to do the same thing to figure out which financial investments you can make.

How to Save Money for Retirement

Are you afraid that you won't have enough money to retire? When you start to think about retirement you should contemplate how much it is going to take to survive. Money for necessities and a few luxuries should be easily obtainable so you don't have to cut your retirement short.

San Jose financial planners will help you with your Roth IRA and IRA funds to get you to your retirement goal. Investing money into your future is one of the smartest things you can do. This does not limit the use of money you have in the present. You can still spend money. You do not have to wait until retirement to enjoy what you are earning.

Only a small portion of your pay would have to go towards retirement to give you an ample amount once you retire in San Jose. This means you still get the majority of your check for what you need to do now, but still be prepared what the future holds for you and your family.

It is never too late or too early to start saving for your retirement. Regardless if you are just a college graduate, a couple on the brink of parenthood or someone who has just gone through a job loss a San Jose financial planner can help.

You have worked long and hard and it is time you put yourself first and not the career. Money will come with your investments. Kick up your feet and take in the California view from your San Jose apartment. Contact your financial planners in San Jose today.

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Financial Planners in San Jose

Kevin Logan
Kevin Logan
2350 Mission College Blvd. Suite 450
Santa Clara, CA 95054

Dirk Gilliard
Dirk Gilliard
2409 Park Boulevard
Palo Alto, CA 94306

Michael Richardson
Michael Richardson
2100 Geng Road
Suite 210
Palo Alto, CA 94303

Mallory Dinis - Senior Vice President - Investments
Mallory Dinis - Senior Vice President - Investments
4301 Hacienda Drive, Suite 100
Pleasanton, CA 94588

Michael Richardson
Michael Richardson
951 Mariners Island Blvd
Suite 300
San Mateo, CA 94404

Zain Griffith
Zain Griffith
One Sansome Street
Suite 3500
San Francisco, CA 94104

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.