Find a retirement financial service near Carson, CA

Find a retirement financial service near Carson, CA

100+ near you

Find a retirement financial service near Carson, CA

100+ near you

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Top 10 retirement financial services near Carson, CA

Avatar for Coach C  Services
Avatar for Coach C  Services
5.
Coach C Services
5.
Coach C Services
New on Thumbtack
New on Thumbtack

Personal Financial Planning

  • Serves Carson, CA
My name is Corey Coursey and I am a NCCER Certified Construction Teacher. I have been a Teacher/Coach for the past 30 years. I have been involved in Construction over 30 years of my life and completed several remodel projects for customers. I am a proud graduate of LSU's Constuction Mgt Program (MS) and hold a BS and MS in Education as well. I love fixing things for homeowners & property managers. I will treat your home the same as I would my own and am budget conscious when it comes to giving out quotes. Specialities include: Light Electrical & Plumbing, Painting, Drywall, Flooring, Carpentry, Fan Installation, Irrigation & Landscape, Wood Fencing,Remodel Bids, and Project Mgt. Serving your needs is my goal. Love to go to work on your project. -Corey Coursey, MS , NCCER -CI Coach C ServicesSee more
contact for price
My name is Corey Coursey and I am a NCCER Certified Construction Teacher. I have been a Teacher/Coach for the past 30 years. I have been involved in Construction over 30 years of my life and completed several remodel projects for customers. I am a proud graduate of LSU's Constuction Mgt Program (MS) and hold a BS and MS in Education as well. I love fixing things for homeowners & property managers. I will treat your home the same as I would my own and am budget conscious when it comes to giving out quotes. Specialities include: Light Electrical & Plumbing, Painting, Drywall, Flooring, Carpentry, Fan Installation, Irrigation & Landscape, Wood Fencing,Remodel Bids, and Project Mgt. Serving your needs is my goal. Love to go to work on your project. -Corey Coursey, MS , NCCER -CI Coach C Services
Avatar for Gateway Financial Advisors
Avatar for Gateway Financial Advisors
9.
Gateway Financial Advisors
9.
Gateway Financial Advisors
New on Thumbtack
New on Thumbtack

Personal Financial Planning

Offers remote services
  • Serves Carson, CA
I am an independent professional advisor, working only for you, the client. I don't work for a bank, insurance company, or broker. I will customize a financial plan that's right for you and provide you one on one advice, feedback, and guidance. Unlike a robo advisor, or remote advisor (in another state or country), I will personally meet with you several times per year. Like most of my clients, I too worked in tech for 25+ years so I know how difficult it is to find time to track investments, analyze complex products, and stay on top of changing markets. Let me help you get your financial house in order, and accomplish that goal you've been struggling with (retirement, buying a house, college savings for kids, maybe starting your own business). Compare my background and how I make money to the other advisors on this site. Come to me for truly objective advice, and to work with someone who gets you. I love helping fellow tech workers accomplish their financial goals instead of struggling with finances in the same way I used to. It's my way of giving back.See more
contact for price
I am an independent professional advisor, working only for you, the client. I don't work for a bank, insurance company, or broker. I will customize a financial plan that's right for you and provide you one on one advice, feedback, and guidance. Unlike a robo advisor, or remote advisor (in another state or country), I will personally meet with you several times per year. Like most of my clients, I too worked in tech for 25+ years so I know how difficult it is to find time to track investments, analyze complex products, and stay on top of changing markets. Let me help you get your financial house in order, and accomplish that goal you've been struggling with (retirement, buying a house, college savings for kids, maybe starting your own business). Compare my background and how I make money to the other advisors on this site. Come to me for truly objective advice, and to work with someone who gets you. I love helping fellow tech workers accomplish their financial goals instead of struggling with finances in the same way I used to. It's my way of giving back.

Q & A

Answers to commonly asked questions from the experts on Thumbtack.

How do you find a good attorney for wills?

To find the best attorney to create your will, start your search on Thumbtack. With Thumbtack, you can quickly locate lawyers near you. As you’re browsing through potential attorneys you might hire, read their profiles to find out which ones specialize in will creation and estate planning. Then, contact a few of them to request cost estimates.

How much is a financial planner?

On average, financial planners charge $100-$150 per hour for their services. However, hourly rates can range from $45-$200 per hour. 

It’s important to note that financial planners and advisors may set their prices differently. For example, they may charge: 

  • Hourly rates
  • Flat fees 
  • Retainer fees
  • Commissions
  • A percentage of assets under management

Before you hire a financial planner or advisor, get cost estimates from several professionals near you. And ask them to explain how their pricing works and how they get paid.

What questions should you ask an attorney about wills?

When you’re creating a will and looking for a potential lawyer, ask plenty of questions. For example, ask:

  • How long will it take to draw up a will?
  • How much do you charge for will creation?
  • How do you set your prices? Do you charge hourly rates?
  • How long have you been practicing law, specifically estate planning and will creation?

What is a fee-only financial planner?

A fee-only financial planner is paid directly by their clients. This is different from financial planners who charge a commission through the products they sell. Typically, fee-only financial planners charge flat rates, hourly rates or a percentage of the assets that they manage for the client.

In the personal finance industry, the fee-only model is considered to be the most transparent because it puts the client’s interest first. Fee-only financial planners are also considered fiduciaries because they’re required to consider what’s in the best interest of their client, according to the National Association of Personal Financial Advisors.

What does a financial planner do?

Financial planners have various specialties and backgrounds. Ultimately, they can help you analyze your finances and help you make a plan to reach your financial goals.

If you need help with your retirement savings, taxes, debt, investments and other aspects of your finances, consider hiring a financial planner near you.

What is the difference between a financial planner and a financial advisor?

Some people use the terms “financial planner” and “financial advisor” interchangeably to describe professionals who help people manage their finances. But there are some differences. 

“Financial advisor” is a more broad, general term than “financial planner,” according to Investopedia.  Financial planners create plans to help you meet your long-term goals, and financial advisors help manage your finances, investments and/or accounts. You can consider a financial planner as a type of financial advisor.

You should always research a potential financial planner or advisor before you hire them. Get details on their areas of expertise, credentials, certifications, education, fees and more to ensure you're hiring the best professional for your needs.

What should you ask a financial planner?

When evaluating potential financial planners and advisors to hire, it’s important to do your research — and ask plenty of questions. Here are some questions you can ask before making a decision on who to hire: 

  • How much do you charge for your services?
  • How do you set your prices and fees? What is your fee structure?
  • Are you a fee-only financial planner?
  • Are you a fiduciary? 
  • What certifications, degrees, designations and credentials do you have?
  • What is your area of expertise (e.g., retirement, taxes, investments, etc.)
  • How long have you been a financial planner?
  • Do you have any references I can contact?
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