Social Security benefits are really important for retirement. They give you money regularly to help you when you stop working. Getting the most out of these benefits can make a big difference in how secure you feel financially during retirement.
Unlike other ways of saving for retirement, Social Security benefits are backed by the government, so they're a reliable source of income even when things like the economy or the stock market aren't doing well. By making the most of your Social Security benefits, you can have more money for retirement and feel more comfortable about your future.
We conduct a personalized analysis of your Social Security benefits to help you understand your options and maximize your lifetime benefits.
We help married couples and survivors navigate complex benefit rules to optimize their benefits.
Our advisors will develop customized claiming strategies tailored to your individual circumstances to increase your benefits.
We guide you through the Social Security application process and help you complete the necessary paperwork accurately and efficiently.
We'll help you evaluate the pros and cons of delaying Social Security benefits to increase your monthly payments.
We'll explore strategies for coordinating benefits with a spouse or maximizing survivor benefits.
We'll take into account factors such as your work history, health status, and retirement goals to optimize your benefits.
Fill in your information, and we'll show you the estimated annual Social Security payments you'll receive starting at your chosen retirement age
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.
*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.
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
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.
Source: visitlongbeach.com
City of Long Beach Treasury Bureau
+1 562-570-6845
333 W Ocean Blvd # 6, Long Beach, CA 90802, United States
https://www.longbeach.gov/finance/city-budget-and-finances/treasury/
City of Long Beach Financial Management
+1 562-570-6048
411 W Ocean Blvd, Long Beach, CA 90802, United States
https://www.longbeach.gov/finance/
Long Beach Chamber of Commerce
(562) 436-1251
1 World Trade Center Suite 101 Long Beach CA 90831
lbchamber.com
Long Beach Local News
(562) 653-NEWS (6397)
3553 Atlantic Ave. Suite B #1191. Long Beach, CA 90807
https://www.longbeachlocalnews.com/
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Randall Wealth Management Group and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Consolidated Portfolio Review, a Registered Investment Adviser. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office:125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100 For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
