West Covina Financial Advisor

A West Covina financial advisor conducts an interview with you as the first step in your professional relationship. During this discussion you'll talk about your goals, your financial history, your income sources, assets and liabilities. This information will become the basis for the plan you construct as you work with a California advisor to shape your future.

Financial time tables are never written in stone. Over the years, your objectives may change. Personal emergencies, obstacles or even lucky windfalls can alter the course of your life. With a trustworthy, dedicated West Covina financial advisor on your team, you'll have the resources and strategies that you need to handle these situations.

Many West Covina residents enjoy the stable suburban environment of this community in Los Angeles County. Marriage, parenthood and buying a home feature in many of their visions of the future. Realizing these dreams can be easier when you minimize your financial risks with a CA advisor. Using this website as a resource, you can find a West Covina financial advisor who will show you how to chart a course to success.

Establishing Financial Security in California

Whether you enjoy shopping, going to the beach or taking advantage of the many social opportunities that West Covina has to offer, you can enhance your quality of life by working with a CA financial advisor. A West Covina, California financial advising may relieve you of some of the stress involved with budgeting, purchasing life insurance and saving for your senior years.

Investing in mutual funds, stocks or bonds can be enjoyable as well as profitable when you have help from a West Covina financial advisor who has specialized training in investment , securities, and online financing. Establishing a 401k, IRA or Roth IRA gives you a solid start in investments. To expand your portfolio, you can branch out into more volatile ventures. More conservative investors may prefer educational savings plans that allow them to earn interest while saving for their children's college education.

If you're looking for a stable investment vehicle, bonds or fixed-rate annuities may be a safe bet. These days, many CA residents worry about risking their funds in an unpredictable market. With the projected costs of retiring on the rise, you may be more comfortable with a plan that allows your money to grow at a slow, stable rate. Talk with your West Covina advisor about opportunities that fit your level of risk tolerance.

A West Covina financial advisor may tell you that the most secure way to accumulate funds is to participate in an automatic payroll deduction program. If you aren't satisfied with your employer's plan or you're self-employed, you could choose an individual savings account. Having a percentage of your income automatically withdrawn from your checking accoung may be an advantage if you have financial obligations that interfere with saving.

Early Retirement in West Covina

Retiring comfortably may seem impossible when you're struggling to meet your short-term objectives. Some younger adults in West Covina are determined to leave the workplace before the age of 65. With life expectancies increasing, retiring in your 50s could force you to compensate for several decades' worth of income. Your advisor can project how much income you'll need to cover basic living expenses if you retire early.

If you're dedicated to your goals and determined to achieve independence at relatively young age, your West Covina financial advisor will do his or her best to help you get there. Living in California can be costly, even when you're actively employed at a high-paying job. If you intend to retire early, you may need considerably more resources than you once anticipated.

Your advisor may suggest that you think about transitioning from full-time to part-time employment in your 50s rather than leaving the work force altogether. In addition to housing, food and transportation, you may have added medical expenses as you get older. The cost of insurance is higher for the elderly population, as your risk of illness or injury increases after age 65.

A West Covina financial advisor with expertise in the insurance industry can advise you on your coverage costs as an older adult. Embracing independence while you're healthy and active may seem like a desirable option, but your increased obligations and liabilities might convince you to spend more time building wealth. Starting your own consulting business in West Covina might be an attractive alternative if you long for freedom but you don't want to stop working.

You may have dreams that motivate you to earn an income after you retire. Travel, home improvement or continuing education appeal to many active retirees. Talk with your West Covina financial advisor about setting priorities for your personal and professional objectives.

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"Finance and investing are complicated subjects that I didn't know a whole lot about before I started using this site. Thanks to this site I was able to meet with an advisor who was incredibly helpful. Thank you!"

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Financial Advisors In West Covina

Mark Higginbotham
Mark Higginbotham
2400 E Katella Ave
Suite 800
Anaheim, CA 92806

Alan Gelb, CFP
Alan Gelb, CFP
330 N. Brand Blvd.
Suite 1150
Glendale, CA 91203

Eric Trapasso
Eric Trapasso
7821 24 Th St
Westminster, CA 92683

Josh Fatoullah
Josh Fatoullah
2121 Avenue of the Stars
Suite 2350
Los Angeles, CA 90067

Zain Griffith
Zain Griffith
9701 Wilshire Blvd
Suite 1000
Beverly Hills, CA 90212

Theodore E.  Saade CFP®, AIF®, CMFC
Theodore E. Saade CFP®, AIF®, CMFC
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Paul Taghibagi, CFP
Paul Taghibagi, CFP
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

Rick Donnelly
Rick Donnelly
17901 Von Karman Ave
Suite 600
Irvine, CA 92614

Anthony Masterson
Anthony Masterson
12100 Wilsure Blvd.
8th Floor
Los Angeles, CA 90025

Mark Higginbotham
Mark Higginbotham
21515 Hawthorne Blvd
Suite 200
Torrance, CA 90503

Simon Reeves
Simon Reeves
30 Enterprise, Suite #190
Aliso Viejo, CA 92656