3780 Kilroy Airport Way
At Randall Wealth Management Group, we pride ourselves on being a small, family-owned firm. When we develop a new relationship, we look at it as lifelong and treat the client like family. It takes time to cultivate meaning and trust within the scope of the advisor/client relationship. All of our efforts are geared towards gaining the confidence of our clients through our ability to provide appropriate financial solutions to each area of their financial picture. Each client receives individualized care from our team of financial professionals. We specialize in retirement planning and investment services in Long Beach, CA. Our Retirement Planning Software creates a realistic projection of what an individual’s retirement will look like and identifies potential concerns.
Death, just like taxes, is unavoidable. Ensuring that you have the correct financial investments in place, including life insurance, is very important. This is even more of a necessity if you have loved ones who depend on your income. Life insurance can help cover many different expenses such as debts, funeral and burial, and day to day living expenses. It could make life for loved ones less burdensome after you pass.
As we know, life is very unexpected so we help out clients to be prepared for all situations. We walk them through the estate planning process, help prepare them with the different pieces of information they'll need to complete the process, and then refer them to our on-call attorneys that can further assist them.
Although we have access to a wealth of information in this day and age, including financial information, it is essential to seek the advice of a knowledgeable professional. Why should you get a financial advisor involved? Part of the problem is that there is too much information available, and it can be pretty overwhelming for someone with limited experience in the world of retirement planning. Using a financial advisor to guide and teach you how to make informed decisions can help you avoid making costly mistakes. Call and make an appointment today.