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Whittier Financial Planners

Whittier financial planners in California can give you great amounts of insight into how you can manage your finances and take control of your future by teaching you how to properly balance your finances. It is not simple for everyone to manage all aspects of their finances to the point of being able to save enough money aside for retirement or a college fund for their children. This is why hiring a Whittier financial planner will benefit you so greatly. If you feel like you are just lost when it comes to getting your finances sorted out so that you can save your money properly, you should start looking at Whittier financial planners.

Do you know what you want to do for your retirement? Do you plan to retire in Whittier, or are you planning to retire somewhere else in California? The time after you retire should be some of the most enjoyable time you spend in your life, since you have worked hard your whole life and now are at the point of being able to relax and do what you want to do; retiring where you want to retire. There are some things that Whittier financial planners can help you with in regards to your retirement, such as helping you to manage your 401k, IRA, or California Roth IRA while still generating income from your investments. Sit down with a Whittier financial planner and figure out the best ways to help your money generate income, even after you retire.

The Breakdown

If you are unfamiliar with what a certified financial planner actually does, take a little bit of time to learn about the local Whittier, CA, planners that are available to you and what they can do for you. A Whittier financial planner will get together with you and go over some basic and intricate information about your finances. All you have to do is be completely honest with them and provide them with the information they request.

At first, some of the information they will ask you about might seem very personal, but you will realize that there is a reason that a Whittier financial planner will ask what they do. They need to know about every aspect of your finances in order to put together a plan that will show you how to properly save and invest your money so that you can enjoy a fruitful and comfortable retirement, not to mention being comfortable financially up until the point that you retire.

After financial planners get all of the information they need from you about your finances and your assets, they will form a detailed plan for you about how to properly set aside money, how much to set aside, where to invest, and what it will take for you to put your children into universities in CA that you know will benefit them. You might be a little overwhelmed at the intricacy of the plan that they come up with, but just remember that a Whittier, California, professional is here to help, so feel free to ask them any questions you may have about your plan. If there is anything that you think you may have left out, alert your Whittier financial planner immediately so that they can make some slight alterations to you financial plan that will further benefit you.

What does it cost me?

The cost of financial planners and their services vary depending on the preference of the CA financial planners and what they feel it will take to draw up a plan for you. If you require an incredibly intricate financial plan, your Whittier professional may charge you for their service based on an hourly or fixed fee. However, if you plan to purchase investment products, some planners specialize in investment advice and will work for the commission they earn from the sale of investment products. Some planners might even combine an hourly or fixed fee with commission. It is important to ask your Whittier professional about the payment methods they prefer so there are no surprises for either of you.

Overall, the cost of a planner will pale in comparison to what it might cost you to not hire one. If you are at all unsure about your finances and feel that you might need advice from an expert, get a Whittier planner to assist you. The last thing you want is to find that you did not properly plan for your retirement.

Whittier financial planners can help you with the biggest aspects of your finances, teach you how to invest, and even give you advice about your taxes. If you feel that you could benefit from getting the help of a planner, get in touch with one today. By taking control of your finances, you are making sure that your future is safe and secure.

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Financial Planners in Whittier

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

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

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

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

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

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

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

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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