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San Clemente Retirement Planning Professionals

Browse these retirement planning services with great ratings from Thumbtack customers in San Clemente.

RYKAT Financial
from 15 reviews
  • 10 years in business
  • 33 hires on Thumbtack
Margaret L.
Verified review

June was excellent! I like how she sits with you and inputs your taxes and gives you feedback. I will be going to her for a long time. My last tax person had retired and I am fortunate to replace her with June!

Kelly Clubb Consulting
from 12 reviews
  • 4 years in business
  • 39 hires on Thumbtack
Jessica S.
Verified review

Kelly was great!! Very knowledgable and friendly as well. She is very easy to get a hold of and was punctual in our meeting. I definitely plan on working with Kelly again.

  • 5 years in business
  • 12 hires on Thumbtack
Kaitlyn W.
Verified review

Adam did an amazing job at listening to what’s important to me. He helped me with my life insurance and retirement planning. I would highly recommend Adam to anyone because he will go above and beyond for you!

Emil Estafanous, CPA
from 8 reviews
  • 28 years in business
  • 6 hires on Thumbtack
Chris A.
Verified review

After trying other tax professionals, I found Emil’s firm through a local newspaper ad around five years ago. This was when I was simply looking for someone who had experience representing corporations during tax season. His knowledge and energizing attitude made me feel comfortable in using his services. Today, Emil has become, for me, a talented resource for making all my business decisions. His creative techniques and quick responsiveness has been very profitable for my corporation, which is why I’ve come to depend on him for much of my tax and financial planning needs.

Newport Wealth Advisors
from 7 reviews
  • 11 years in business
  • 3 hires on Thumbtack
David J.
Verified review

Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!

Shelly C.
Verified review

She was very professional and knowledgeable in finances and she was able to put a easy, workable plan together for my husband and I could use in order to meet our goal of putting our children in to college and being able to enjoy some vacations finally. She also saved us a lot of money on our car insurance and was able to set us up with affordable life insurance. I highly suggest using her.. she listens to what your dreams are and she helps you get on track.

Khristine Paustell
from 5 reviews
  • 2 hires on Thumbtack
Chloe S.
Verified review

I met with Khristine for Financial Services about a year ago. She was very caring, and made sure that I get a good return on my money. She made sure it is the right plan that I need and reviewed them with me. She even answered my phone calls when I am confused or unsure of something. Thank you for helping me and my family and I definitely recommend her for your financial services needs.

Roxana H.
Verified review

My husband and I just got married last June and we now have a beautiful, four month old baby girl. We were in dire need for help with our financial plan and getting protection in place. We immediately contacted Kyle so that we could get together and look at our specific options. He was beyond accommodating and took an in-depth approach to get us exactly what we needed. We could not be happier with where we stand today knowing our family is protected and our financials are in the hands of someone who cares about our well being. Sincerely, The Hansen's

  • 3 years in business
Natalie P.
Verified review

Alyssa helped me not only with my life insurance for myself, husband, and three 3 kids, but went over estate planning with me as well. I loved that it was online, because it allowed me to take my time with my husband to really plan out what we wanted our will and trust to cover. She makes everything super easy!

Finances Comes First
from 1 review
  • 5 years in business
Jason R.
Verified review

I am thankful for Jobi looking out for me and my family's financial needs. Job has be a great teacher and help in learning more about my retirement. Very instrumental in helping my family move towards their financial goals. Thank you again


We specialize in comprehensive financial planning and wealth management, including investments, retirements, insurances, and colleges. We specialize in wealth management now and your future.


We Specialize in:maximizing need and merit based aid from colleges, focusing on three key areas of college planning: College and Career Selection, College Financial Planning and the Application Process.


We offer a full range of financial products and services for individuals, business owners, and professionals. Investments and insurance products (CA insurance #0687464) are offered through our affiliation with Centaurus Financial, Inc., a member of FINRA and SIPC. Our areas of specialization include investment planning, investment selection, investment implementation, and investment management, as well as retirement planning.


We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial service companies, so if we don't have a product or service, we know a group that does.


Relationships are built on trust. This is paramount to our success in working together.


We provide final expense planning. We help with pre-planning a person's last wishes and directions for final arrangements which includes proper funding of funeral expenses. Final expense planning fact, here's the thing. Funerals are expensive. A funeral can easily run up to $10,000.00, if not more. You've got the embalming of the body or a cremation, use of a hearse, the casket, a headstone, the memorial service, etc. Did you know that most funeral homes take advantage of the families of the deceased by marking up their fees on goods and services, just because they know they can! They know that at times like these, most families are not going to shop or negotiate for better prices. Often, a person wants to be buried next to other family members who passed away before them. An uninformed family doesn't think to question prices given to them, and funeral homes usually take advantage of this fact. They assume that the bereaved are not going to go shopping for best prices on caskets right after their loved one has passed away. The first thing you need to know is that a person is not obligated to buy any funeral products from the funeral home where the funeral services will be taking place. By law, the funeral home has to permit you to use your own funeral products, such as the casket, urn, headstone, etc. The second thing you should know is that the same products can be purchased at prices up to 70% lower elsewhere. Contact me for help with final expense planning. You will be glad you did. This is a true story. It's 10:00 p.m. on any given night of the week, and your daughter has a migraine so intense it requires medical attention. You take her to the emergency room in search of relief, and by 2:00 a.m., she is home feeling fine and wanting to sleep for the night. At 2:00 p.m. the next day, her husband goes to wake her and finds that she is not breathing. You call 911. You try everything you can to try to revive her or keep her alive until paramedics arrive, and she is pronounced dead on arrival. Your daughter, at the age of 28, has passed away unexpectedly on December 2010. So, what happens next? In this situation, the family was not prepared for an event like this. Over the next 2 days, they frantically scrambled to make arrangements with a funeral home, buy a casket and prepare for services before her body would be released by the coroner's office with no time to mourn. At a time like this, 48 hours can feel like 48 minutes if you are not prepared. Would you know what to do if this happened to you? Where would you go? Who would you call first? Events like this happen every day. Don't be caught unprepared. Contact us today. Don't put it off any longer.


We help people make more money, save more money, and understand how to make money work for them instead of working for it.


Our services include wealth preservation strategies and income planning now or in the future when you retire. We provide a variety of services including annuities and Life Insurance to accomplish our clients’ goals.


We specialize in helping you analyze your resources and options before retiring, and then managing your finances once retired, to provide the income necessary for you to maintain and enjoy your desired lifestyle. We are very proud of the long-term relationships we develop with our clients and their families, as we guide them through the transition to retirement. We also provide life, health and disability insurance services.


Our service stands out because we look beyond the solutions offered by every other firm and are able to provide financial strategies that really work - both in good markets and bad! We also provide detailed income strategies for retirement that give our clients the ability to "sleep at night" knowing that they will never run out of money.


Serving San Juan Capistrano, CA and outlying areas, Edward Heagen of E. F. Heagen and Associates is offering the following services not limited to, financial planning, investment planner, insurance planner, retirement planner and wealth management.

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