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Yorba Linda Financial Planners

Yorba Linda financial planners address a broad range of financial concerns for their clients in this prosperous Southern California community. From planning for your child's education to investing in a California 401k, experienced financial planners can make managing your money easier. You may even enjoy the sense of freedom and control that you get from learning how to take charge of your financial life in Yorba Linda.

The community of Yorba Linda is well known as the birth place of former US president Richard Nixon. The Nixon library and museum are located in Yorba Linda, drawing many visitors each year. Residents of this CA city enjoy large, expansive open spaces, horse trails and other opportunities for outdoor recreation. As you advance in your career in CA, a Yorba Linda financial planner will help you make the most of your earning potential in this affluent area.

Health and Disability Insurance

Whether you work for one of the retail centers, a local government agency or a corporate organization in Yorba Linda, your ability to earn an income is one of your most valuable assets. Yorba Linda financial planners advise their clients to make sure their health and disability insurance are up to date, so that this asset will be covered. If you were to become seriously ill or injured, your insurance coverage would protect you against the severe financial consequences of an extended period of unemployment.

Female financial planners will tell you that health insurance is a vital component of any family's risk management plan. However, many working adults in CA do not have adequate health insurance to cover their medical treatment costs if they are severely hurt or contract a serious illness. If the health insurance you receive through your Yorba Linda employer is insufficient, or you are self employed and you don't carry health insurance, ask your Yorba Linda financial planner to recommend an affordable health insurance plan.

Many healthy Yorba Linda residents believe that their public disability benefits would cover their needs if they were to be severely disabled. However, while long term disability may be an option if you're seriously injured, collecting benefits can take time and a great deal of effort. State benefits are generally designated for long term disabilities. Private disability insurance offers prompt protection against the short term losses that could have a devastating effect on your family's finances.

Because most disability insurance policies require a waiting period between the time you're disabled and the time you begin to collect benefits, financial planners recommend that you build an emergency fund that will meet your household needs for at least 6 months. The waiting period for most policies is between 2 months and 6 months. With adequate savings in a short term account, you can be financially prepared for short term or long term disability.

Yorba Linda financial planners specialize in helping their clients meet their personal goals. As part of this effort, your Yorba Linda financial planner will suggest that you prepare yourself against health related setbacks that could interfere with your objectives. With the right insurance coverage and a nest egg to protect your loved ones against emergencies, you'll enjoy a more secure life in the Golden State. Request information from several planners to find an advisor who can help you build a personal risk management plan.

Early Retirement in Southern California

For many people, retiring before the age of 65 is not just a pipe dream; it's an attainable personal goal. Early retirement may be within your reach if you work with a Yorba Linda financial planner to get a head start on building your nest egg. If you intend to retire early, you must prepare to cover your living expenses, including housing, food, medical bills and transportation, for a longer period of time. You must also prepare for the possibility that you'll want to travel or pursue other hobbies after you retire.

Retirement planners assist their clients in building diverse, substantial portfolios, including an assortment of savings and investment options. If early retirement is your dream, establishing a substantial reserve will ensure that you're able to reach this goal. In addition, a Yorba Linda financial planner will help you prepare for the years between the time you retire and the date you can begin collecting Social Security and Medicare benefits. Until you're covered under Medicare, you will need a private health insurance plan to cover your medical costs.

Yorba Linda financial planners are qualified experts who take pride in their ability to help their clients hit their personal targets. No matter what your personal goals may include, certified planners can teach you strategies that will place these objectives within your reach. Consult a number of consultants in Orange County to find a professional who can help you achieve the independent lifestyle you want.

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Financial Planners in Yorba Linda

Brad Maurer
Brad Maurer
2400 E Katella Ave
Suite 800
Anaheim, CA 92806

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

Rick Donnelly
Rick Donnelly
2040 Main Street
Suite 705
Irvine, CA 92614

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

Bill Knoke
Bill Knoke
635 Camino de los Mares, #208
San Clemente, CA 92673

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

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

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

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

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