Our retirement income planning services are designed to help you achieve financial security and peace of mind during your golden years. We offer services such as:
If you have a pension or employer-sponsored retirement plan, we provide guidance on how to maximize your pension benefits and make informed decisions about pension distribution options.
We evaluate the role of annuities in your retirement income plan and help you determine if an annuity is suitable for your needs.
We develop personalized investment strategies designed to generate sustainable retirement income while preserving and growing your wealth. Our strategies focus on diversification, risk management, and generating consistent returns to support your lifestyle in retirement.
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
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
We can help you address your needs of today and for many years to come. We look forward to working with you.
