Specialized Retirement Planning Advisor in Long Beach, CA
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.
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.
Maximize Your Retirement Income from Long Beach, CA’s Advisors
At our retirement planning services, I understand the paramount importance of securing your future and safeguarding your financial well-being during your golden years, whether you have already retired or are about to.
I am here to guide you through the process of retirement planning, providing peace of mind knowing you will always have income in your retirement. My services include:
- Protecting retirement savings: Identifying and mitigating potential risks that could impact retirement savings and income.
- Keeping pace with inflation through investment returns.
- Evaluating pension benefits and implementing strategies to maximize retirement income.
- Minimizing tax liabilities in retirement through strategic planning and investment decisions.
- Developing strategies to cover potential long-term care expenses.
- Assisting with estate planning.