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Santa Maria Financial Planners

Santa Maria financial planners are proud to offer Santa Maria, CA residents a wide array of services. Are you looking to pay down your debt? Are you concerned about a lack of diversity in your investments? Have you made your retirement plans, and if so, is your savings plan adequate to meet your needs? These questions are an important part of understanding our short term and long-term economic goals. Answering these questions with a Santa Maria financial planner by your side is a vital part of ensuring you have the future you want.

No matter what financial need you have, Santa Maria, CA financial planners are available for a no-obligation consultation. This consultation is your chance to review your needs with professional Santa Maria finance planners. Take the time to review your debt, investments, and retirement plans with an California finance planner to make sure you are where you need to be to live your best life.

Fiscal Plan

We all want to feel secure in our lives. We want to focus on the things we feel a passion for. The exciting thing about Santa Maria financial planners is they have a passion for planning. You will always be in charge of your finances, but with expert planners in your corner waiting with sound advice about financial preparation and skill. Starting on the road to a solid financial plan is easier than you might think. The first step would be to gather and organize all your documentation relating to your finances. The sooner you have a plan in place, the sooner you can get back to your passions.

Gathering and organizing your documents starts with your all your investment documents. You may want to request information from any 401k account, brokerage account, or mutual fund you are with. You will want to make a comprehensive list of assets. These can include any real estate in Santa Maria, California, and outside Santa Maria, bonds, jewelry, art, and life insurance policies to name a few. Get your tax documents together. It is generally recommended that you keep your tax documents for seven years. Your Santa Maria Financial Planner in California will let you know what to bring to your initial consultation.

Making a Retirement Plan

Obviously we all want to be prepared for our retirement. The most important part of that plan is having the financing in place to live the CA retirement life you dream of. Roth IRA accounts are a great option. If you have an old 401k account it can easily be rolled in to an IRA account. Back in the 1970's Congress wanted to encourage greater retirement saving. The IRA was born. The tax benefits of an IRA account are sometimes immediate and long term. There are limits to how much you can contribute each year with tax benefit. Your money planner can guide you to maximize your benefit. When you retire you can look forward to having money available when you need it. There are many types of accounts that your Santa Maria financial planner can acquaint you with. Their knowledge and expertise will guide you in to the right savings accounts for your needs.

A Santa Maria financial planner is also equipped to make a plan to get out of debt. The sooner you can reduce your debt the better. Financial planners are adept at formulating a reasonable goal to chip away at debt, and get your money back to working for your future. For every dollar we spend on our debt, that is one less dollar that can go towards college funds for our children, or to fund our future plans. A Santa Maria financial planner will be able to honestly assess your unique situation and show you a way forward. It might be tempting to fall for a get-out-of-debt fast scheme, but real financial planners will tell you that slow and steady is the way to go. You can pay down your debt without harming your credit, or feeling a huge pinch. The key is to stop adding to your debt, form a financial plan that will steadily pay down balances, and put away some cash for emergencies. This may seem simple but many of us do better when we have stated goals, and the support in place to make it happen.

Sound Advice

So often Santa Maria residents are bombarded with unsolicited advice about money. So many people with an agenda want to sell you a quick fix that only enriches them. Reputable, experienced planners are not interested in selling you the latest gimmick. Santa Maria financial planners are ready with time-tested advice that has been shown to work. While so many offer a "Magic Pill" to fix what ails your finances, Santa Maria financial planners offer a true, steady road to economic freedom.

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Financial Planners in Santa Maria

Kurt Jackson, CFP,C(k)P,AIF,CRPS
Kurt Jackson, CFP,C(k)P,AIF,CRPS
1104 Palm St
San Luis Obispo, CA 93401

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