Retirement Planning in Coronado, CA

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List of Firms

Top Retirement Planners in Coronado, CA

Virtual Financial
Location 826 Orange Ave, Coronado, CA 92118, USA
Phone (619) 663-6607
SEC File# 801-119207
CRD# 119428
5 out of 5
Location 1330 Orange Ave #302, Coronado, CA 92118, USA
Phone (619) 435-1701
Joe Woods - Raymond James
Location 1011 C Ave, Coronado, CA 92118, USA
Phone (619) 435-1693
Andrews Capital Management Inc
Location 1224 10th St #203, Coronado, CA 92118, USA
Phone (619) 435-1523
Retirement Financial Strategies
Location 810 10th St, Coronado, CA 92118, USA
Phone (619) 435-4257
Andreasen Gleeson Wealth Management Group - UBS Financial Services Inc.
Location 600 W Broadway Suite 2100, San Diego, CA 92101, USA
Phone (619) 557-4793
Retirement Planning in Coronado, CA

About Coronado, CA for Those Planning to Retire

Coronado, CA is a small beach town located just across the bay from downtown San Diego. This picturesque community is known for its stunning beaches, luxurious resorts, and rich history. One of the most iconic landmarks in Coronado is the Hotel Del Coronado, a Victorian-style hotel that has been a popular destination for celebrities and world leaders for over a century. Another notable landmark is the Coronado Bridge, which provides a breathtaking view of the city skyline. In terms of top employers, the city is home to a number of high-end resorts and hotels, including the Hotel Del Coronado, the Loews Coronado Bay Resort, and the Coronado Island Marriott Resort & Spa. Other major employers in the area include the Naval Base Coronado and the Coronado Unified School District. When it comes to transportation, Coronado is accessible via several major highways and streets, including the Coronado Bridge, State Route 75, and Orange Avenue.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Coronado, CA can benefit from a bank in numerous ways. One of the most common ways is through the provision of financial services such as savings and checking accounts, loans, and credit cards. For instance, a bank can help residents of Coronado, CA to save money for their future financial needs, such as buying a house or starting a business. Additionally, a bank can provide loans to residents who need financial assistance to fund their education, pay medical bills, or purchase a car. Moreover, a bank can offer credit cards to residents, which can be used for making purchases and building credit history. With its scenic beaches and vibrant community, Coronado, CA is a popular tourist destination. Therefore, a bank can also assist residents with foreign currency exchange services and travel-related financial services. Overall, a bank can be a valuable resource to residents of Coronado, CA, providing them with the financial tools and services they need to achieve their financial goals and dreams.

Insurance Broker

Residents of Coronado, CA can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complexities of the local healthcare system, which is known for its high costs. They can also provide guidance on the best insurance policies to purchase based on the unique needs and circumstances of each individual, such as coverage for flood damage due to the area's proximity to the ocean. Additionally, an insurance broker can assist residents in obtaining affordable and comprehensive insurance coverage for their homes, which is crucial given the high property values in Coronado. With the help of an insurance broker, residents can rest assured that they have the right insurance coverage to protect themselves and their assets in this beautiful and vibrant coastal community.

Wealth Management

Residents of Coronado, CA could benefit from the expertise of a wealth manager in a variety of ways. One specific example is the unique real estate market in Coronado. With its prime location and stunning beachfront properties, the housing market in Coronado can be quite competitive and expensive. A wealth manager could assist residents in navigating the complexities of buying and selling property in this area, as well as help them identify investment opportunities in the local real estate market. Additionally, a wealth manager could provide guidance on tax planning strategies, retirement planning, and estate planning to ensure that residents are able to achieve their financial goals and protect their assets for future generations. With the help of a skilled wealth manager, residents of Coronado can feel confident in their financial future and make informed decisions about their wealth.

Financial Advisor

Residents of Coronado, CA can benefit greatly from the guidance of a financial advisor. With the high cost of living in the area, a financial advisor can assist with creating a budget and managing expenses. Additionally, with the prevalence of military families in Coronado, a financial advisor can provide specialized advice on military benefits and retirement planning. The advisor can also assist with navigating the complex tax laws and investment options available to residents. Furthermore, with the unique geography of Coronado, which includes a peninsula and islands, a financial advisor can provide advice on property ownership and insurance coverage for potential natural disasters. Overall, a financial advisor can provide invaluable assistance to residents of Coronado in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Coronado, CA can benefit from the services of a mortgage loan officer in multiple ways. Firstly, these professionals can help them navigate the complex and ever-changing mortgage market, providing them with valuable insights and advice on the best loan options available to them. With Coronado being a popular tourist destination, a mortgage loan officer can also assist residents in securing financing for investment properties or vacation homes. Moreover, Coronado is known for its high-end real estate market, and a mortgage loan officer can help residents obtain jumbo loans, which are typically required for properties exceeding the conventional loan limits. Additionally, with the city's military presence, a mortgage loan officer can assist military families in securing VA loans, which offer favorable terms and low down payment requirements. Overall, a mortgage loan officer can be an invaluable resource for residents of Coronado, CA, helping them achieve their homeownership goals and financial security.

Tax Services

Residents of Coronado, CA can benefit greatly from the services of a tax advisor in several ways. Firstly, Coronado is a city with a high cost of living, and a tax advisor can assist residents in identifying tax deductions and credits that can help reduce their tax burden. Secondly, Coronado is a popular tourist destination, and many residents earn income from short-term rentals. A tax advisor can help these residents navigate the complex tax laws surrounding rental income and ensure that they are in compliance with all tax regulations. Additionally, Coronado is home to many retirees, who may have unique tax considerations such as social security income and retirement account distributions. A tax advisor can help these individuals optimize their retirement income and minimize their tax liability. Overall, a tax advisor can provide invaluable assistance to residents of Coronado, helping them navigate the complexities of the tax system and ensuring that they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Coronado, CA can benefit from the services of an estate planning lawyer in various ways. Firstly, the lawyer can help them draft a will that clearly outlines how their assets should be distributed after their death. This is particularly important in Coronado, a city that is known for its high-end real estate properties and affluent residents. Secondly, the lawyer can assist with setting up trusts to protect assets and minimize tax liabilities. Trusts can also be used to provide for family members with special needs or to support charitable causes. Additionally, the lawyer can help residents plan for incapacity by creating powers of attorney and healthcare directives. This is crucial in a city where many retirees reside and may face medical issues that render them unable to make important decisions. Overall, an estate planning lawyer can provide invaluable guidance and support to Coronado residents in ensuring their assets are protected and their wishes are honored.


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