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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Trevor Randall, financial advisor in Long Beach

President and CEO of Randall Wealth Management Group

As a Certified Financial Planner® (CFP®) and Retirement Income Certified Professional® with over a 10 years of experience, Trevor Randall specializes in personalized retirement planning. As President and CEO of Randall Wealth Management Group, a family business established over 30 years ago, he prioritize hands-on care and detailed investment research to ensure every portfolio decision is accurate.

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