Retirement Planning in Marina del Rey, CA

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List of Firms

Top Retirement Planners in Marina del Rey, CA

Paragon Prime Group
Location 578 Washington Blvd #396, Marina Del Rey, CA 90292, USA
Phone (760) 889-2306
Language http://paragonprimegroup.com/
Directions
SGBS Consulting, Inc.
5 out of 5
Location 333 Washington Blvd # 341, Marina Del Rey, CA 90292, USA
Phone (310) 596-1101
Language http://sgbsconsulting.com/
Directions
Retirement Planning in Marina del Rey, CA

About Marina del Rey, CA for Those Planning to Retire

Marina del Rey, CA is a beautiful coastal city located in Los Angeles County. It is known for its picturesque harbor, which is the largest man-made small craft harbor in North America and is home to over 5,000 boats. The city is also home to several landmarks, including the Fisherman's Village, which is a popular tourist destination that features shops, restaurants, and entertainment venues. In terms of top employers, Marina del Rey is home to several technology companies, including Google, which has a large office in the city. Other top employers include the Marina del Rey Hospital, which is a 145-bed acute care facility, and the Marriott Marina del Rey, which is a popular hotel that offers stunning views of the harbor. Major highways that run through Marina del Rey include the Pacific Coast Highway, which offers scenic views of the coastline, and the 405 Freeway, which provides easy access to other parts of Los Angeles.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Marina del Rey, CA can benefit from a bank in several ways. Firstly, a bank can offer convenient access to financial services such as checking and savings accounts, loans, and credit cards. With its proximity to the Pacific Ocean and its status as a popular tourist destination, Marina del Rey sees a significant influx of visitors every year. A bank can help residents manage their finances and take advantage of investment opportunities in the area. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their money. For example, a bank could offer workshops on budgeting or retirement planning. Overall, a bank can be an invaluable resource for residents of Marina del Rey looking to build a strong financial foundation.

Insurance Broker

Residents of Marina del Rey, CA could benefit greatly from the services of an insurance broker. With the high cost of living in the area, an insurance broker could help residents save money by finding the best insurance policies for their needs. For example, many residents in Marina del Rey own boats and yachts, which can be expensive to insure. An insurance broker could help these residents find the best coverage for their vessels at the most affordable price. Additionally, with the threat of earthquakes and wildfires in Southern California, an insurance broker could help residents protect their homes and personal property by finding the best homeowners and renters insurance policies. The complexity of insurance policies can be overwhelming, but an insurance broker can help residents navigate the process and ensure they have the coverage they need in case of an emergency.

Wealth Management

Residents of Marina del Rey, CA, a coastal community in Los Angeles County, would greatly benefit from the services of a wealth manager. With its prime location and affluent population, the area presents unique financial challenges and opportunities. A skilled wealth manager could assist residents in navigating the complexities of estate planning, tax optimization, and investment management. Additionally, Marina del Rey is home to a thriving boating and yachting culture, which presents its own set of financial considerations. A wealth manager could provide guidance on purchasing and maintaining watercraft, as well as navigating the regulations and taxation surrounding these assets. With the help of a wealth manager, residents of Marina del Rey can feel confident in their financial planning and enjoy the many benefits of living in this vibrant coastal community.

Financial Advisor

Residents of Marina del Rey, CA can benefit from the expertise of a financial advisor in several ways. With the high cost of living in this affluent coastal community, a financial advisor can assist in creating a budget and financial plan to ensure residents can maintain their lifestyle while also saving for their future. Additionally, with the proximity to the entertainment industry and the prevalence of entrepreneurship in the area, a financial advisor can provide guidance on investment opportunities and help residents navigate the complexities of business finances. Furthermore, with the potential for natural disasters such as earthquakes and wildfires, a financial advisor can help residents prepare financially for unexpected emergencies. In short, a financial advisor can provide valuable assistance to the diverse population of Marina del Rey, CA in navigating the complexities of their financial lives.

Mortgage Loan Officer

Residents of Marina del Rey, CA would greatly benefit from the services of a mortgage loan officer. One specific way they could be helped is by navigating the unique real estate market in the area. Marina del Rey is a highly desirable coastal community with a limited supply of available homes. A skilled loan officer could assist residents in finding the best mortgage options for their specific needs and financial situation, as well as offer guidance on navigating the competitive bidding process. Additionally, with the high cost of living in the area, a loan officer could help residents explore alternative financing options such as refinancing or home equity loans to improve their financial stability. By working with a knowledgeable mortgage loan officer, residents of Marina del Rey can achieve their homeownership goals and secure their future in this vibrant coastal community.

Tax Services

Residents of Marina del Rey, CA can benefit from the expertise of a tax advisor in several ways. One specific example is the fact that many residents in this affluent community own boats and yachts, which can come with a host of tax implications. A tax advisor can help these individuals navigate the complex tax laws surrounding the ownership and maintenance of these vessels, ensuring that they are taking advantage of all available deductions and credits. Additionally, many residents in Marina del Rey are self-employed or own their own businesses, which can also present unique tax challenges. A tax advisor can help these individuals stay compliant with tax laws, minimize their tax liability, and plan for the future. Overall, the guidance of a tax advisor can be invaluable for residents of Marina del Rey looking to optimize their financial situation and achieve their long-term goals.

Estate Planning Lawyer

Residents of Marina del Rey, CA can benefit from the services of an estate planning lawyer in several ways. Firstly, the lawyer can help individuals create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Marina del Rey, where property values are high and many residents own valuable assets such as boats and yachts. Additionally, an estate planning lawyer can help individuals minimize their tax liability and protect their assets from creditors. With the high cost of living in Marina del Rey, it is crucial for residents to take steps to protect their wealth and ensure it is passed down to their loved ones. Finally, an estate planning lawyer can help individuals create a plan for their healthcare and end-of-life decisions, which can provide peace of mind and ensure that their wishes are respected in the event of incapacity.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Marina del Rey, CA can be a game-changer for individuals looking to secure their financial future. With a plethora of options available, a retirement planner can help clients navigate the complex world of retirement planning and make informed decisions. From investment strategies to tax planning, a retirement planner can provide comprehensive guidance to help clients achieve their retirement goals. Additionally, the unique coastal location of Marina del Rey, CA presents a specific challenge when it comes to retirement planning. With high living costs and a competitive housing market, a retirement planner can help clients create a personalized plan that takes into account the specific financial challenges of living in this beautiful coastal city. Overall, working with a retirement planner in Marina del Rey, CA can provide peace of mind and a clear path towards a comfortable retirement.

Marina del Rey, CA is the ultimate destination for those seeking a retirement planner. The city's stunning waterfront location and vibrant community make it an ideal place for retirees to settle down and plan for their future. With its bustling marina, scenic beaches, and world-class restaurants, Marina del Rey offers a unique blend of relaxation and excitement that is hard to find anywhere else. Moreover, the city's proximity to Los Angeles provides easy access to top financial advisors and retirement planners who can help retirees navigate their finances and plan for a comfortable retirement. Whether you're looking for a simple retirement plan or a more complex financial strategy, Marina del Rey has everything you need to make your golden years truly golden.