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Specialized IRA Rollover Advisor in Long Beach, CA

Retire with Confidence: Leading IRA Rollover Service in Long Beach, CA

Our IRA rollover service offers a hassle-free solution to consolidate your retirement accounts and optimize your investment strategy. Whether you're retiring or seeking more control over your financial future, our experienced team is here to guide you through every step. This includes:

  • Contacting the Custodian or Plan Administrator together
  • Completing the paperwork
  • Sending the paperwork to the Custodian or Plan Administrator
  • Communicating with the Plan Administrator to ensure the paperwork is correct
  • Following up to make sure the Custodian or Plan Administrator is notifying you of the rollover progress
  • Reaching out to see if you or the receiving company has received the rollover check

We understand the complexities of retirement planning, and our personalized approach ensures that your IRA rollover aligns perfectly with your goals and objectives. With our expertise and dedication to client satisfaction, you can trust us to help you navigate the complexities of IRA rollovers, providing peace of mind as you take the next steps toward securing a comfortable retirement.

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Fiduciary Support

As a Certified Financial Planner® (CFP®), I adhere to the highest standards of fiduciary duty. This means I am ethically and legally bound to act solely in your best interests when providing retirement planning services. Your financial well-being is my top priority, and you can trust that I will always prioritize your needs above all else.

Risk Management

Retirement planning isn't just about growing your assets; it's also about protecting them. I employ a thorough risk management strategy to shield your savings from market volatility, inflation, and unexpected costs. By balancing risk and reward, I aim to maximize your portfolio's long-term growth while minimizing potential downsides.

Retirement Payback

Outliving savings is a common retirement concern. I create personalized income strategies to provide you with a steady and reliable stream of income throughout your golden years. Whether it's through pension maximization, Social Security optimization, or diversified investment portfolios, I'll create an effective plan for your financial security and peace of mind.

Types Of Retirement Rollovers That We Work With:

401(k) & Roth 401(k)

A 401(k) offers pre-tax savings and tax-deferred growth, while a Roth 401(k) features after-tax contributions with tax-free withdrawals in retirement.

401(a) & Roth 401(a)

The 401(a) plan is a customizable retirement plan for government and nonprofit employees, potentially offering a Roth option for after-tax contributions.

403(b) & Roth 403(b):

Similar to a 401(k), but for employees of tax-exempt organizations, offering tax-deferred contributions with a Roth option for tax-free withdrawals.

457(b) & Roth 457(b)

A deferred compensation plan for public and certain non-profit employees, with pre-tax savings and a Roth option for after-tax contributions.

Simple IRA

A plan for small businesses that allows employer and employee contributions with simpler administration than a 401(k).


A retirement plan for small businesses and self-employed individuals, allowing employer contributions to employee retirement accounts.

Solo 401(k) & Solo Roth 401(k)

Solo 401(k) allows self-employed individuals to make pre-tax savings, while Solo Roth 401(k) offers after-tax contributions with tax-free retirement withdrawals. 

Other Accounts That We Work With:

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Learn About Your Rollover Choices

When transitioning jobs, you have options regarding your retirement savings. You can leave your funds in your former employer's plan, transfer them to your new employer's plan, or roll them into an IRA.

How we will help to choose the right IRA Plan:

  • We will compare the available investments, associated fees, your age, and additional features like loan options. Each option has its pros and cons. We will evaluate together all the options and decide the best one based on your needs.
  • If you decide to keep your funds in your former employer’s plan, we will monitor its performance and keep you informed if there are any changes.
  • We will maintain a comprehensive overview of your retirement assets.
  • We can consolidate multiple traditional IRAs into one or combining Roth IRAs.

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.

Trevor Randall, financial advisor in Long Beach

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.