Retirement Planning in Los Altos, CA

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List of Firms

Top Retirement Planners in Los Altos, CA

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Retirement Administration Inc
Location 4966 W El Camino Real # 213, Los Altos, CA 94022, USA
Phone (650) 961-5500
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Transamerica Retirement Management
Location 1174 Los Altos Ave, Los Altos, CA 94022, USA
Phone (650) 948-7779
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Goalpath Financial Planning
Location 5050 W El Camino Real # 203, Los Altos, CA 94022, USA
Phone (650) 968-6887
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MMV Financial - Silicon Valley
Location 4300 El Camino Real, Los Altos, CA 94022, USA
Phone (650) 241-0320
Language http://www.mmvf.com/
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Mok Capital Management
Location 4962 W El Camino Real UNIT 235, Los Altos, CA 94022, USA
Phone (650) 318-8077
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Financial Intelligence
Location 4410 El Camino Real, Los Altos, CA 94022, USA
Phone (650) 946-1720
Language http://www.financial-intelligence.com/
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Roberts Wealth Advisors
SEC File# 801-118928
CRD# 308827
Location 855 El Camino Real #311 Building 5, Palo Alto, CA 94301, USA
Phone (650) 240-2410
Language http://www.roberts-wa.com/
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Robert W Baird & Co
1 out of 5
Location 1661 Page Mill Rd, Palo Alto, CA 94304, USA
Phone (650) 858-6803
Language http://www.rwbaird.com/
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Paco Financial Inc
Location 260 State St, Los Altos, CA 94022, USA
Phone (650) 941-0175
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Frank Elmer Investment Strategies, LLC
Location 309 2nd St, Los Altos, CA 94022, USA
Phone (650) 630-5408
Language http://www.feinvestments.com/
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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 100 Main St, Los Altos, CA 94022, USA
Phone (650) 947-1640
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Bakos Investment Management
Location 160 El Monte Ct, Los Altos, CA 94022, USA
Phone (650) 776-3928
Language http://www.bakosinvestments.com/Custom.aspx?apId=132234
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Liza Hanks
Location 2570 W El Camino Real #400, Mountain View, CA 94040, USA
Phone (650) 237-7221
Language https://www.lizahanks.com/
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Retirement Planning in Los Altos, CA

About Los Altos, CA for Those Planning to Retire

Nestled in the heart of Silicon Valley, Los Altos, CA is a vibrant and dynamic city that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Los Altos History Museum to the breathtaking Rancho San Antonio Open Space Preserve, this city offers something for everyone. Whether you're looking to explore the great outdoors or delve into the rich history of the area, Los Altos has it all. In terms of top employers, Los Altos is home to a number of prestigious companies, including Google, Apple, and LinkedIn. These tech giants have helped to transform the city into a hub of innovation and creativity, attracting some of the brightest minds from around the world. When it comes to major highways and streets, Los Altos is situated at the crossroads of several important thoroughfares, including the 280 and 101 freeways. This makes it easy to get around the city and access other parts of the Bay Area with ease.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Los Altos, CA would greatly benefit from the services provided by a bank. One of the most common ways a bank can assist residents is by offering home loans and mortgages. With the high cost of living in Los Altos, many residents may not be able to afford a home without financial assistance. A bank can provide competitive interest rates and flexible repayment plans to help residents achieve their dream of homeownership. Additionally, banks in Los Altos may offer investment opportunities specifically tailored to the area's tech industry, which is a major economic driver. With the complexity of investments and the constantly changing market, having a bank to provide guidance and expertise can be invaluable to residents looking to invest in their future. Overall, a bank can provide crucial financial support to residents of Los Altos, helping them achieve their goals and secure their financial future.

Insurance Broker

Residents of Los Altos, CA can greatly benefit from the services of an insurance broker. With the high cost of living in this affluent city, an insurance broker can help residents save money on their insurance premiums by finding the best policies that fit their needs and budget. Additionally, Los Altos is located in an area prone to natural disasters such as earthquakes and wildfires. An insurance broker can assist residents in obtaining comprehensive coverage that protects their homes and possessions in the event of a disaster. Furthermore, the diverse population of Los Altos may have unique insurance needs based on their occupations or lifestyles. An insurance broker can help these individuals navigate the complex insurance market and find specialized policies that provide the coverage they require. Overall, an insurance broker is a valuable resource for residents of Los Altos, CA looking to protect their assets and save money on insurance.

Wealth Management

Residents of Los Altos, CA could greatly benefit from the expertise of a wealth manager. With a median household income of $249,000, Los Altos is one of the wealthiest cities in the country. However, managing wealth can be a complex and daunting task. A wealth manager can assist with creating a comprehensive financial plan, including investment strategies, tax planning, and estate planning. Additionally, with the tech industry playing a significant role in the local economy, a wealth manager with experience in tech investing could provide valuable insight and guidance. With the cost of living in Los Altos being significantly higher than the national average, a wealth manager could also provide assistance with budgeting and managing expenses. Overall, a wealth manager could help residents of Los Altos navigate the complexities of managing their wealth and achieve their financial goals.

Financial Advisor

Residents of Los Altos, CA may benefit from the expertise of a financial advisor in a multitude of ways. One specific area of concern for many individuals in this affluent community is tax planning. With a high median household income and property values, Los Altos residents may face complex tax situations that require careful planning and strategy. A financial advisor can provide guidance on how to minimize tax liabilities and take advantage of available deductions and credits. Additionally, many Los Altos residents may be interested in socially responsible investing, and a financial advisor can help them navigate the various options and select investments that align with their values. Overall, a financial advisor can provide invaluable support and guidance to Los Altos residents as they work to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Los Altos, CA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the high cost of living in Los Altos, a mortgage loan officer can assist in finding the most suitable loan options that fit the unique needs of each resident, whether it be for a new home purchase or refinancing an existing mortgage. Additionally, the officer can help navigate the complex and ever-changing regulations and requirements of the housing market in Los Altos. Furthermore, with the city's proximity to Silicon Valley, a mortgage loan officer can provide insight and guidance on the best loan options for those in the tech industry, who may have unique financial situations. Overall, a mortgage loan officer can provide invaluable support to residents of Los Altos, ensuring they make informed decisions and secure the best possible mortgage options.

Tax Services

Residents of Los Altos, CA can benefit greatly from the services of a tax advisor. With the high cost of living in the area, it is essential to have a comprehensive understanding of tax laws and regulations. A tax advisor can provide guidance on deductions and credits specific to the region, such as the California Earned Income Tax Credit, which can provide significant savings for low-income residents. Additionally, a tax advisor can assist with complex tax situations, such as owning multiple properties or running a small business. With the ever-changing tax laws, it is crucial to have a professional who can stay up-to-date on the latest regulations and ensure compliance. By working with a tax advisor, residents of Los Altos can maximize their tax savings and minimize their tax liability, providing much-needed financial relief in a high-cost area.

Estate Planning Lawyer

Residents of Los Altos, CA can benefit greatly from the services of an estate planning lawyer. With a population of over 30,000, Los Altos is a city with a high median income and a significant number of retirees. An estate planning lawyer can help residents of Los Altos create a comprehensive plan to manage their assets and ensure that their wishes are carried out after their death. This includes drafting wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents of Los Altos minimize their tax liability and protect their assets from creditors. With its proximity to Silicon Valley and a strong tech industry, many residents of Los Altos have complex financial portfolios that require careful planning and management. An estate planning lawyer can help ensure that their assets are protected and managed in the most effective way possible.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planners in Los Altos, CA offer a range of services that can help individuals plan for their golden years. These services include investment management, tax planning, estate planning, and retirement income planning. Retirement planners can help clients navigate the complex tax laws and regulations in California, which can be particularly challenging in Los Altos, given the high cost of living and real estate prices in the area. Additionally, retirement planners can help clients maximize their Social Security benefits, which can be a critical source of income for many retirees. With their expertise and knowledge of the local market, retirement planners in Los Altos can help clients achieve their retirement goals and ensure a secure financial future.

Los Altos, CA is the ideal place to seek out a retirement planner due to its diverse and affluent community. With a population of just over 30,000, this Silicon Valley town boasts a median household income of over $250,000 and a high concentration of tech industry executives and entrepreneurs. This unique demographic provides a retirement planner with a wealth of experience in managing complex financial portfolios and navigating the intricacies of stock options, equity compensation, and other forms of executive compensation. Additionally, Los Altos is home to a number of highly regarded financial advisory firms, offering a range of services from wealth management to estate planning. Whether you're a seasoned executive or simply looking to secure a comfortable retirement, Los Altos has the expertise and resources to help you achieve your financial goals.