Trusted Financial Advisor Serving Lancaster, California
At Randall Wealth Group, we help Lancaster residents protect, grow, and plan their wealth through customized financial strategies designed around their goals and life stages.
Trusted Lancaster Financial Advisor
Randall Wealth Group works with individuals and families in Lancaster, CA who want a clearer path toward retirement and long-term financial stability. As retirement approaches, having a well-structured plan becomes essential to protecting your assets and making informed decisions about the years ahead. Trevor Randall provides strategic retirement and wealth planning built around your personal priorities and the unique financial considerations of living in California. Rather than one-size-fits-all solutions, our approach emphasizes flexibility, income sustainability, and thoughtful risk management as your needs evolve over time. We offer a comprehensive range of services, including portfolio management, retirement income strategies, tax-aware planning, healthcare and long-term care preparation, estate coordination, and risk mitigation, all integrated into a single, easy-to-understand financial plan. Serving the Lancaster and greater Antelope Valley area, Randall Wealth Group brings experience, discipline, and a client-first philosophy to help you make confident financial decisions and pursue a secure, well-planned retirement.
What People Say About Our Financial Services in Lancaster CA
*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.
How Our Financial Services in Lancaster CA Work Step-by-Step
Initial
Meeting
We start with a conversation to understand your goals, concerns, and retirement timeline.
Retirement Planning Review
We review your investments, income, taxes, and overall financial picture to identify risks and opportunities.
Personalized Strategy
A customized plan is created to support retirement income, asset protection, and long-term stability.
Plan Implementation
We put the strategy into action and coordinate with other professionals as needed.
Ongoing Support
Your plan is regularly reviewed and adjusted as your life and financial needs evolve.
Your Financial Advisor in Lancaster, CA
I work closely with individuals and families in Lancaster who want a more intentional approach to retirement and long-term financial planning. With more than a decade of experience in the financial services industry, I hold the Retirement Income Certified Professional® and Certified Financial Planner® (CFP®) designations and focus on building strategies designed to last through retirement. As President and CEO of Randall Wealth Group, a family-operated firm serving clients since 1990, I believe strong financial planning starts with personal attention and accountability. My approach emphasizes simplicity, transparency, and long-term alignment. Rather than reacting to short-term market noise, we focus on creating efficient strategies for income, tax awareness, and risk management that adapt as life changes. I remain directly involved in every client relationship, offering ongoing guidance and clear communication. With a master’s degree from Kansas State University and a bachelor’s degree from California State University, Monterey Bay, I bring both technical expertise and a strong understanding of California’s financial environment to help Lancaster clients move toward retirement with confidence.
Lancaster CA Retirement Challenges & Our Solutions
Rising Cost of Living & Inflation
Even in more affordable areas like Lancaster, retirement expenses can rise quickly. We build income strategies designed to help your retirement income keep pace with inflation over time.
Market Volatility
Fluctuating markets can create uncertainty, especially near or in retirement. Our investment approach focuses on managing risk while pursuing long-term growth aligned with your comfort level.
Tax Exposure in Retirement
California’s tax environment can impact how much income you keep. We incorporate tax-aware strategies to help reduce unnecessary tax burdens throughout retirement.
Healthcare & Long-Term Care Planning
Healthcare costs are a major concern for retirees. We help plan for Medicare, supplemental coverage, and potential long-term care needs to reduce future financial strain.
Turning Savings into Reliable Income
Knowing how and when to draw from retirement accounts is critical. We design withdrawal and income strategies intended to support consistent cash flow throughout retirement.
Why You Should Choose Randall Wealth Group in Lancaster CA
Local Insight with Broad Experience
We understand Lancaster residents and the unique financial challenges of the Antelope Valley.
Retirement-Focused Strategies
We create plans to protect assets, generate reliable income, and support your long-term goals.
Fiduciary & Transparent
Our client-first approach and clear fee structure keep your best interests front and center.
FAQS Financial Advisor Services in Lancaster CA
We work with individuals, couples, and families in Lancaster and the Antelope Valley who are planning for retirement, managing wealth, or looking for comprehensive financial guidance.
We provide personalized, hands-on service directly from Trevor Randall. Every plan is tailored to your goals, lifestyle, and the financial realities of California, with a client-first fiduciary approach.
Our services include retirement planning, investment management, tax-efficient income strategies, healthcare and long-term care planning, estate coordination, and risk management.
We focus on building strategies that generate reliable income, protect assets, and adapt to life changes while accounting for state taxes, cost of living, and local financial considerations.
We provide ongoing guidance with regular reviews to ensure your plan stays aligned with your goals, life changes, and market conditions.
The first step is a complimentary consultation to discuss your goals and determine how we can help you create a clear, actionable financial plan.
We operate with a transparent, client-first fee structure, aligned with your interests, without conflicts from commissions.
About Lancaster, California
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
Financial Advisory Service Areas
About Lancaster, California
Lancaster is the heart of California’s Antelope Valley, offering a mix of suburban living, scenic desert landscapes, and a growing local economy. Known for its family-friendly neighborhoods, strong community values, and access to outdoor recreation, Lancaster attracts both long-term residents and newcomers seeking a balanced lifestyle.
The city’s unique combination of affordable living and proximity to Los Angeles makes financial planning especially important for local residents. At Randall Wealth Group, we understand the opportunities and challenges of planning for retirement, managing investments, and protecting wealth in Lancaster, and we tailor our strategies to meet the needs of this vibrant community.
Useful Retirement Planning Resources in Lancaster Area
Antelope Valley Senior Center
(661) 726‑4400
777 W Jackman St, Lancaster, CA 93534
Independent Living Center of Southern California
(661) 948‑6060
606 E Ave K4, Lancaster, CA 93535
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.
