NFS Login

Randall Wealth Management Logo

Experienced Life Insurance Advisor in Long Beach, CA

Life Insurance Advisor Services in Long Beach, CA: Protecting Your Future

Our life insurance advisor service is dedicated to providing personalized and comprehensive assistance to meet your needs. We offer a range of services to ensure that you and your loved ones are adequately protected:

Personalized Consultations

We understand that every individual and family has unique financial circumstances and goals.

Policy Recommendations

Our experienced life insurance advisor will carefully evaluate your financial situation, future goals, and risk tolerance to recommend the most suitable life insurance policy for you.

Claims Assistance

In the event of a loved one's passing, navigating the life insurance claims process can be overwhelming. Our team is here to provide compassionate support and assistance with filing a life insurance claim. We'll work with you every step of the way to ensure a smooth and efficient claims process during this difficult time.

Group 21

The Benefits of Having Life Insurance for Retirees

Financial Security for Loved Ones

Life insurance provides a financial safety net for your loved ones in the event of your passing. The death benefit can help cover essential expenses such as mortgage payments, living expenses, and education costs, ensuring that your family's financial future is secure.

Income Replacement

If you are the primary breadwinner in your family, life insurance can replace lost income and provide financial support to your beneficiaries. This can help maintain their standard of living and cover ongoing expenses such as utility bills, groceries, and healthcare costs.

Funeral and Final Expenses

The cost of a funeral and other final expenses can add up quickly and place a significant financial burden on your family. Life insurance benefits can help cover these costs, allowing your loved ones to focus on grieving and healing without worrying about financial strain.

Your Financial Advisor in Long Beach, CA

As a Certified Financial Planner® (CFP®) and Retirement Income Certified Professional® with over a decade of experience, I specialize in personalized retirement planning. As President and CEO of Randall Wealth Management Group, a family business established over 30 years ago, I prioritize hands-on care. With a commitment to thorough investment research, I ensure every portfolio decision is sound. Our competitive fee structure maximizes your assets' growth.

You'll receive transparent and proactive service as I oversee every aspect of your retirement plan. Based on my educational background, including a Bachelor's Degree from California State University, Monterey Bay, and a Master's Degree from Kansas State University, I suggest retirement income plans that meet your needs. My goal is to offer a clear and practical vision of your retirement future, providing strategic solutions along your financial journey.

Trevor Randall, financial advisor in Long Beach

Trevor Randall

What People Say About Randall Wealth Group

*Testimonials appearing herein may not be representative of the experience of other clients and are no guarantee of any future performance or success. No client was paid for their testimonial.

Contact our Long Beach Retirement Planners

Address: 3780 Kilroy Airport Way Suite 200 Long Beach, CA 90806


Hours of operation:

Monday: 9:00 AM – 5:00 PM

Tuesday: 9:00 AM – 5:00 PM

Wednesday: 9:00 AM – 5:00 PM

Thursday: 9:00 AM – 5:00 PM

Friday: 9:00 AM – 5:00 PM

Saturday: Closed

Sunday: Closed

Our Wealth Management Services in Long Beach

About Long Beach, CA

Long Beach, located along Southern California coastline, has a Mediterranean climate. The mild, sunny weather in Long Beach year-round is perfect for outdoor activities and long walks.

While the cost of living in Long Beach is slightly above the national average, the city's diverse housing options cater to various preferences and budgets, ensuring retirees can find accommodations that suit their needs. From beachfront condos to suburban single-family homes, there's something for everyone in Long Beach's vibrant real estate market.

Moreover, Long Beach provides residents with access to quality healthcare services. Facilities like Long Beach Memorial Medical Center and St. Mary Medical Center offer a wide range of medical specialties and advanced treatment options.

Long Beach offers retirees a high quality of life with its desirable climate, abundant amenities, and vibrant cultural scene. The city's unique blend of natural beauty, recreational opportunities, and community spirit makes it an attractive destination for retirees seeking an enriching and fulfilling retirement lifestyle.

image 26

Source: visitlongbeach.com

Useful Retirement Planning Resources in Long Beach Area

City of Long Beach Treasury Bureau

+1 562-570-6845

333 W Ocean Blvd # 6, Long Beach, CA 90802, United States


City of Long Beach Financial Management 

+1 562-570-6048

411 W Ocean Blvd, Long Beach, CA 90802, United States


Long Beach Chamber of Commerce


(562) 436-1251

1 World Trade Center Suite 101
Long Beach CA 90831

Long Beach Local News

(562) 653-NEWS (6397)

3553 Atlantic Ave. Suite B #1191. Long Beach, CA 90807


Book a Complimentary Consultation

We can help you address your needs of today and for many years to come. We look forward to working with you.