Retirement Planning in Santa Rosa, CA

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List of Firms

Top Retirement Planners in Santa Rosa, CA

Jordan & Associates Retirement Services
3 out of 5
Location 100 Stony Point Rd # 216, Santa Rosa, CA 95401, USA
Phone (707) 545-1001
CaliforniaHawk Wealth Management; Gilbert Hawkins
Location 2625 Piner Rd, Santa Rosa, CA 95401, USA
Phone (707) 575-7747
Retirement Investment Specialists
5 out of 5
Location 1120 College Ave, Santa Rosa, CA 95404, USA
Phone (707) 571-8222
Oak Mountain Financial Group, Inc.
Location 100 E St STE 106, Santa Rosa, CA 95404, USA
Phone (707) 526-1203
Retirement Planning in Santa Rosa, CA

About Santa Rosa, CA for Those Planning to Retire

Santa Rosa, CA is a vibrant city nestled in the heart of Sonoma County. This beautiful city boasts a plethora of landmarks and attractions, including the Charles M. Schulz Museum, the Luther Burbank Home and Gardens, and the stunning Annadel State Park. As for top employers, Santa Rosa is home to some of the biggest names in the healthcare industry, such as Kaiser Permanente and Sutter Health. Additionally, the city is a hub for technology companies like Keysight Technologies and Agilent Technologies. Major highways and streets in Santa Rosa include US-101, CA-12, and Santa Rosa Avenue. When it comes to neighborhoods, Santa Rosa has something for everyone. From the charming Victorian homes of McDonald Avenue to the bustling downtown district, there's no shortage of unique and exciting places to call home in this dynamic city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Santa Rosa, CA can benefit from a variety of services offered by banks. For instance, a bank can help residents secure loans to purchase homes in areas such as Fountaingrove, where the median home value is above $800,000. Additionally, banks can provide financial assistance to those affected by the devastating wildfires that have plagued the area in recent years. Moreover, a bank can assist residents in setting up retirement accounts, which is particularly important in Santa Rosa, where the median age is over 40 years old. Furthermore, banks can offer small business loans to entrepreneurs looking to establish themselves in the city's bustling downtown area, which is home to a variety of shops, restaurants, and other businesses. Overall, banks play a crucial role in supporting the financial needs of Santa Rosa's diverse and growing population.

Insurance Broker

Residents of Santa Rosa, CA can benefit from an insurance broker in numerous ways. With the city's proximity to the Pacific Ocean, residents may require additional coverage for natural disasters such as earthquakes or floods. An insurance broker can assist in finding policies that provide comprehensive coverage for these events. Additionally, Santa Rosa is home to a large number of wineries and vineyards. Insurance brokers can help business owners in this industry find specialized coverage for their unique risks, such as crop damage or product liability. Brokers can also help residents navigate the complexities of health insurance, particularly in light of recent changes to the Affordable Care Act. With so many options available, an insurance broker can provide invaluable guidance and support in finding the right policies to meet the needs of Santa Rosa residents.

Wealth Management

Residents of Santa Rosa, CA can benefit from the guidance and expertise of a wealth manager in various ways. With the city being prone to natural disasters such as wildfires and floods, a wealth manager can help residents with risk management strategies to protect their assets. Moreover, a wealth manager can assist with financial planning and investment management, helping residents to grow their wealth and achieve their long-term financial goals. With the city's economy being driven by industries such as healthcare, tourism, and agriculture, a wealth manager can provide specialized advice on investment opportunities that align with the local economic landscape. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations in California, ensuring that they are maximizing their tax savings and minimizing their liabilities. Overall, a wealth manager can provide invaluable support to residents of Santa Rosa, CA in achieving financial security and prosperity.

Financial Advisor

Residents of Santa Rosa, CA can benefit from the expertise of a financial advisor in a variety of ways. With its thriving wine industry, many residents in Santa Rosa are employed in the hospitality sector, which often comes with fluctuating income and irregular hours. A financial advisor can help these workers create a budget and savings plan that takes into account their unique income streams. Additionally, Santa Rosa is located in Sonoma County, which is known for its high cost of living. A financial advisor can help residents navigate this expensive area by providing guidance on how to invest in real estate or save for retirement while still managing day-to-day expenses. Furthermore, with the recent wildfires that have devastated the area, many residents may have experienced financial losses. A financial advisor can assist in creating a plan to rebuild savings and investments, as well as provide advice on how to financially prepare for future natural disasters. Overall, a financial advisor can provide invaluable assistance to Santa Rosa residents in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Santa Rosa, CA could benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer could help residents navigate the complex and ever-changing housing market in Santa Rosa. With its stunning natural beauty and proximity to San Francisco, Santa Rosa is a highly desirable location for homebuyers. However, this also means that the housing market can be incredibly competitive and difficult to navigate. A loan officer could help residents understand their options for financing a home purchase and help them secure the best possible interest rates. Additionally, a loan officer could help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest payments over the life of their loan. With the high cost of living in Santa Rosa, every little bit helps, and a mortgage loan officer could be a valuable resource for residents looking to make the most of their financial resources.

Tax Services

Residents of Santa Rosa, CA can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help individuals navigate the complex tax laws and regulations in California, which can be particularly challenging in Santa Rosa due to the city's unique tax structure. Santa Rosa has a 0.5% sales tax in addition to the state's sales tax, which can lead to confusion and errors when filing taxes. Additionally, a tax advisor can assist residents in maximizing their deductions and credits, potentially resulting in significant tax savings. Furthermore, a tax advisor can provide guidance on tax planning and strategies to minimize tax liabilities in the long term. With the help of a tax advisor, Santa Rosa residents can ensure that their taxes are filed accurately and efficiently, allowing them to focus on other important aspects of their lives.

Estate Planning Lawyer

Residents of Santa Rosa, CA can benefit from the services of an estate planning lawyer in numerous ways. For instance, an estate planning lawyer can assist in drafting wills and trusts, which are essential documents that help to protect assets and ensure that they are distributed according to the wishes of the owner. Additionally, estate planning lawyers can help residents to minimize estate taxes, which can be particularly important in Santa Rosa, where property values are high and taxes can be steep. Furthermore, estate planning lawyers can help to create plans for long-term care, which is especially important in Santa Rosa, where many residents are retirees or elderly individuals who may require extended care in the future. By working with an estate planning lawyer, residents of Santa Rosa can ensure that their assets and their future are protected, no matter what happens.


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