Retirement Planning in Palos Verdes Estates, CA

We did the hard work of finding trustworthy partners in Palos Verdes Estates, CA. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Palos Verdes Estates, CA

Chavez-Meinzer Fiduciary Services
Location 300 Tejon Pl #4, Palos Verdes Estates, CA 90274, USA
Phone (310) 613-3002
Language http://www.cmfiduciary.com/
Directions
Palos Verdes Group - Morgan Stanley
Location Est, 609 Deep Valley Dr Ste 400, Rolling Hills, CA 90274, USA
Phone (310) 544-3652
Language https://advisor.morganstanley.com/palos-verdes-group?y_source=1_MTA4MjM5MzYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
EP Wealth Advisors
SEC File# 801-29358
CRD# 111147
5 out of 5
Location 25500 Hawthorne Blvd #1030, Torrance, CA 90505, USA
Phone (310) 791-3226
Language https://www.epwealth.com/
Directions
The PVG Group
Location 608 Silver Spur Rd Suite 100, Rolling Hills Estates, CA 90274, USA
Phone (310) 683-6690
Language https://us.rbcwealthmanagement.com/PVG?utm_source=GMB&utm_medium=Yext
Directions
DeLarme Wealth Management, Inc.
Location 58 Malaga Cove Plaza, Palos Verdes Estates, CA 90274, USA
Phone (424) 250-1725
Directions
Retirement Planning in Palos Verdes Estates, CA

About Palos Verdes Estates, CA for Those Planning to Retire

Nestled along the picturesque coastline of Southern California, Palos Verdes Estates is a tranquil and affluent city that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Point Vicente Lighthouse to the stunning Malaga Cove Plaza, this city is a treasure trove of natural and man-made wonders that will leave you in awe. As for the top employers, Palos Verdes Estates is home to a diverse range of businesses, including healthcare providers, financial services firms, and technology companies. Some of the major employers in the area include Torrance Memorial Medical Center, American Honda Motor Co., and Honeywell Aerospace. In terms of major highways and streets, Palos Verdes Estates is conveniently located near the Pacific Coast Highway (PCH) and the 405 Freeway, making it easy to get around the city and beyond.

Other Financial Planning Services for Retirement

Banks and Credit Unions

As a community known for its affluent residents and luxurious homes, Palos Verdes Estates, CA is no stranger to the benefits of having a reliable bank. With a population of just over 13,000, the majority of residents rely on financial institutions to manage their wealth and investments. Banks in the area offer a range of services, from basic checking and savings accounts to investment management and wealth planning. In addition, local banks often provide personalized services tailored to the unique needs of Palos Verdes Estates residents. For instance, many banks in the area offer specialized mortgage and lending services for high-value properties, which is particularly relevant given the high property values in the area. Overall, the presence of banks in Palos Verdes Estates plays a critical role in helping residents manage their finances and achieve their financial goals.

Insurance Broker

Residents of Palos Verdes Estates, CA can benefit greatly from the services of an insurance broker. With its affluent population and high property values, Palos Verdes Estates is an area where many residents require specialized insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, Palos Verdes Estates is prone to natural disasters such as wildfires and earthquakes, so an insurance broker can help residents find policies that provide adequate coverage for these events. Additionally, many residents of Palos Verdes Estates own luxury cars, boats, and other high-value assets that require specialized insurance coverage. An insurance broker can help these residents find policies that provide comprehensive coverage and protect their assets in the event of an accident or other incident. Overall, an insurance broker can provide invaluable assistance to residents of Palos Verdes Estates, helping them find the insurance coverage they need to protect their homes, possessions, and financial futures.

Wealth Management

Residents of Palos Verdes Estates, CA would greatly benefit from the services of a wealth manager. Palos Verdes Estates is a city that boasts one of the highest median household incomes in the country, with a majority of the population being affluent and successful professionals. With such a high concentration of wealth, it is essential to have a wealth manager who can provide personalized financial advice and investment strategies to help residents manage and grow their wealth. A wealth manager can assist with complex financial planning, tax management, estate planning, and investment management. They can also help residents navigate the unique challenges of living in Palos Verdes Estates, such as the high cost of living, property taxes, and estate planning for multi-generational wealth transfer. Overall, a wealth manager can provide invaluable guidance and support to help residents of Palos Verdes Estates achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Palos Verdes Estates, CA could benefit from the guidance of a financial advisor in various ways. One specific area where a financial advisor could be helpful is in managing the unique tax implications of living in Palos Verdes Estates. With a median home value of over $2 million, residents may face higher property taxes and estate taxes, which can impact their overall financial plan. A financial advisor could assist in developing strategies to minimize tax liabilities and maximize tax benefits. Additionally, with the high cost of living in Palos Verdes Estates, a financial advisor could provide guidance on budgeting, saving, and investing to help residents achieve their long-term financial goals. They could also provide advice on retirement planning, college savings, and insurance needs to ensure that residents have a comprehensive financial plan in place. Overall, a financial advisor could be a valuable resource for residents of Palos Verdes Estates, helping them navigate the complex financial landscape of this affluent community.

Mortgage Loan Officer

Residents of Palos Verdes Estates, CA can benefit from the services of a mortgage loan officer in several ways. One of the most common ways is by assisting them in obtaining a mortgage to purchase a home in this affluent community. Palos Verdes Estates is known for its high-end real estate market, which can be quite complex and challenging to navigate. A mortgage loan officer can help residents understand the various loan options available to them and guide them through the application process. Additionally, they can help residents refinance their existing mortgages to take advantage of lower interest rates or to access equity in their homes. With its stunning ocean views, top-rated schools, and luxurious amenities, Palos Verdes Estates is a highly desirable place to live, and a mortgage loan officer can help residents achieve their dream of owning a home in this exclusive community.

Tax Services

Residents of Palos Verdes Estates, CA would greatly benefit from the assistance of a tax advisor in navigating the complex tax laws and regulations. Specifically, with the high property values and affluent community in Palos Verdes Estates, tax planning and optimization strategies are crucial to maximize deductions and minimize tax liabilities. Additionally, with the recent changes to the tax code, a tax advisor can provide valuable insights on how to take advantage of new deductions and credits. Furthermore, a tax advisor can assist with estate planning and gift tax considerations, as many residents in Palos Verdes Estates have significant assets and wealth. Overall, a tax advisor can provide invaluable guidance and expertise to ensure that residents of Palos Verdes Estates are making informed decisions and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Palos Verdes Estates, CA can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is through the creation of a comprehensive estate plan that can help protect their assets and ensure that their wishes are carried out after their passing. This is particularly important in Palos Verdes Estates, where property values are among the highest in the country, making it crucial to have a plan in place to protect one's estate from potential creditors and other financial risks. Additionally, an estate planning lawyer can provide guidance on tax planning, charitable giving, and other complex financial matters that may arise during the estate planning process. Overall, the services of an estate planning lawyer can provide peace of mind to residents of Palos Verdes Estates, knowing that their assets are protected and their wishes will be honored.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Palos Verdes Estates, CA can be extremely beneficial for individuals who want to ensure a financially secure future. These services can include comprehensive financial planning, investment management, tax planning, and estate planning. In Palos Verdes Estates, CA, retirement planning can be particularly complex due to the high cost of living and the unique tax laws in the state. A skilled retirement planner can help navigate these complexities and create a customized retirement plan that meets the specific needs and goals of each client. With their expertise and knowledge of the local market, a retirement planner in Palos Verdes Estates, CA can provide invaluable guidance and support to help clients achieve their retirement dreams.

Palos Verdes Estates, CA is the ultimate destination for anyone looking to get a retirement planner. The city boasts a plethora of experienced financial planners who specialize in retirement planning and have a deep understanding of the unique needs of retirees. What sets Palos Verdes Estates apart is its stunning natural beauty, which provides a serene and calming environment for retirees to plan their future. The city's rolling hills, ocean views, and lush greenery provide a perfect backdrop for retirement planning sessions, which can often be stressful and overwhelming. Moreover, Palos Verdes Estates is home to a vibrant community of retirees who have already gone through the process of retirement planning and can provide valuable insights and advice. With its combination of experienced financial planners, natural beauty, and supportive community, Palos Verdes Estates is undoubtedly the best place to get a retirement planner.