Find a Financial Planner in Lake Forest, CA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Lake Forest, CA.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Lake Forest Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Lake Forest, CA


  • Financial Advisor Close to Lake Forest, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Lake Forest Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Lake Forest area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Lake Forest can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
17.0% of Lake Forest's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Lake Forest area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Lake Forest area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Lake Forest area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Lake Forest area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Lake Forest area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Lake Forest area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Lake Forest, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Lake Forest, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Lake Forest financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Lake Forest, CA?

  • Population: 83,974
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $658,700
  • Average Monthly Housing Cost: $2,182
  • Average Household Income: $134,490
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


The Top Financial Advisor Firms in Lake Forest, CA


G.W. SHERWOLD ASSOCIATES, INC.

Website

(949) 470-0700

22994 El Toro Rd

Lake Forest, CA 92630

SEC#: 801-118949
Years in Business: 0 years

HAUSSMANN FINANCIAL INC.

Website

(949) 250-4973

23201 Lake Center Drive
#300
Lake Forest, CA 92630

SEC#: 801-72313
Years in Business: 10 years