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.
What People Say About Randall Wealth Group
Louise May Teng2023-03-22I 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 Miguel2023-03-22If 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 Cerven2023-03-21Thank you absolutely the best in the investment community ☝️
Thom Holder2023-03-21I 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
Our Retirement Planning Services in Southern California
Our Wealth Management Services in Long Beach
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.
Source: visitlongbeach.com
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.
