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Specialized Social Security Advisor in Long Beach, CA

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35+ Years of Experience

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24 hours response time

Maximize Your Retirement Income with Social Security in Long Beach, CA

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.

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The Social Security Analysis Process With Us

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Benefit Analysis

We conduct a personalized analysis of your Social Security benefits to help you understand your options and maximize your lifetime benefits.

Spousal and Survivor Benefits Optimization

We help married couples and survivors navigate complex benefit rules to optimize their benefits.

Claiming Strategies

Our advisors will develop customized claiming strategies tailored to your individual circumstances to increase your benefits.

Assistance with Social Security Paperwork

We guide you through the Social Security application process and help you complete the necessary paperwork accurately and efficiently.

Maximizing Social Security Benefits in Long Beach

Delaying Claiming

We'll help you evaluate the pros and cons of delaying Social Security benefits to increase your monthly payments.

Spousal and Survivor Benefit Strategies

We'll explore strategies for coordinating benefits with a spouse or maximizing survivor benefits.

Considering Individual Circumstances

We'll take into account factors such as your work history, health status, and retirement goals to optimize your benefits.

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Calculate Your Future Social Security 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

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.

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Trevor Randall

What People Say About Randall Wealth Group

Louise May Teng
Louise May Teng
I have complete faith in Trevor Randall. He and his company are looking out for my best interests and I wish him the best because he IS the best in everything he does!
Lisa Miguel
Lisa Miguel
If you’re looking for an investment advisor that’s easily accessible, communicative and feels like family, then this is the place for you! It also helps that Trevor and his team are well versed in investment strategies that are tailored according to each individual’s unique plans and risk tolerance. I am nearing retirement and I would not trust any other firm to guide my plans.
Bohuslav Cerven
Bohuslav Cerven
Thank you absolutely the best in the investment community ☝️
Thom Holder
Thom Holder
I am very happy with Randall Wealth Management! Trevor keeps us informed and answers a lot of stupid questions for us and answers his phone!

*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

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.

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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.