Expertised Estate Planning Advisor in Long Beach, CA
Plan Today, Secure Tomorrow: Estate Planning Service in Long Beach, CA
Estate planning is essential part of retirement planning. It involves much more than just creating a will—it's about helping that your wishes are carried out and your loved ones are provided for in the event of your passing. Our estate planning services in Long Beach, CA, offer comprehensive solutions meeting your unique needs and circumstances.
With our expertise in estate planning law and a commitment to client satisfaction, you can trust us to create a solid plan that provides peace of mind for you and your loved ones. Don't wait until it's too late—start planning for the future today with our estate planning services in Long Beach, CA.
Our Estate Planning Services in Long Beach Include
Evaluation of Your Current Plan
Just as life evolves, so should your estate plan. Family dynamics, tax laws, and personal preferences can change over time, impacting the effectiveness of your existing plan. Whether it's changes in beneficiaries, adjustments in asset distribution preferences, or updates to legal regulations, we'll carefully review all aspects of your plan with you.
Connecting You with the Right Attorney
If the attorney who initially drafted your estate planning documents is no longer available, we're here to help. We can refer you to a trusted professional in Long Beach whose expertise aligns with your needs.
Regular Reviews and Updates
In order to make your estate plan remain aligned with your wishes requires ongoing attention. During our reviews, we'll revisit the beneficiaries listed on your accounts, confirm the accuracy of asset titling, and assist you in maintaining organized paperwork.
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.
