Santa Ana, CA
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Santa Ana Retirement Planning Professionals

Browse these retirement planning services with great ratings from Thumbtack customers in Santa Ana.

Kelly Clubb Consulting
5.0
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.

  • New on Thumbtack
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.

  • 9 years in business
  • New on Thumbtack
Rene J.
Verified review

I've been with APS for a long time. It was always very easy to get an appointment and any meeting or exchange with their professional advisors was always very effective and informative alike. They promote very interesting concepts of portfolio spreads, wealth and retirement planning and market analysis and - Happy Hour once in a while now :-) which is a great way to meet other people and professionals.

  • 15 years in business
  • New on Thumbtack
Rob C.
Verified review

I recommend. The firm's advisors has been real helpful for my family's financial well fair. I have a detailed retirement plan, assets invested in diversity with stable returns, educational accounts for kids, ongoing advice such as refinance house, tax efficiency strategies, etc.

  • New on Thumbtack
Narine T.
Verified review

Firstly, Arman is a true professional. I am always very calm and confident when speaking with him in regards to planning my financial future. He explains everything so thoroughly and without hesitation to repeat himself if I do not understand something. I've known Arman for quite some time and his character is unmatchable. He is genuinely a caring individual and very understanding of my time. I've made it so hard for him and I to meet because of my extremely hectic work/family schedule but Arman never made me feel like he was pushing me for a meeting. He was always so patient. As a matter of fact, it took me a year to meet with him to plan my retirement haha! He came with the same passion to help as he would have if I was an easier client! Thanks Arman. I truly appreciate your knowledge and professionalism and I look forward to referring my less busy friends your way!

On the Go fitness Training
5.0
from 13 reviews
  • 8 years in business
  • 10 hires on Thumbtack
Corinne Z.
Verified review

Carman is very professional and knowledgeable. He puts together a detailed plan that includes diet as well as exercise needed to achieve what his clients want to achieve. In addition, he tailors a plan to help clients to maintain what they have worked so hard to achieve. He is a great personal trainer!

AW Elliott & Associates
5.0
from 2 reviews
  • 8 years in business
  • 2 hires on Thumbtack
Dianne J.
Verified review

I needed tax planning advise and Mr. Elliott responded most quickly and effectively. He gave me documents to substantiate the answers. Perfect.

Sebastian & Lailah V.
5.0
from 2 reviews
  • 9 years in business
  • 3 hires on Thumbtack
John V.
Verified review

I inquired for a life insurance review and as soon as I spoke with Sebastian & Lailah, I immediately felt comfortable because I could tell they were experts in their field. They reviewed my currently policy and helped to align my policy with my retirement goals. I recommend them for all life insurance, 401k, IRA, Annuities, financial, and retirement planning needs in California.

Newport Wealth Advisors
5.0
from 3 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!

Finances Comes First
5.0
from 1 review
  • 5 years in business
  • New on Thumbtack
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

About

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.

  • New on Thumbtack
About

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.

About

If it has to do with money, we do it! We can do taxes, financial statements, financial planning, estate planning and business valuations.

About

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.

About

Serving Glendale, CA, and the outlying areas, David Salamanyan of New York Life is offering the following services: life insurance, retirement income, financial planning, college education funding and insurance products.

  • New on Thumbtack
About

Our work never entails the needs of the producer, however the needs of each client as an individual. We see to it that each client is evaluated to the full extent of our knowledge and power without any shortcuts. Anything the clients needs he/she receives.

About

Surety Investment Services works with individuals from all walks of life and different professions and is proud to have helped several thousands of individuals prepare for a more secure financial future. Our firm is dedicated to providing you the highest level of specialized service and individual attention in all areas of financial planning. We realize that your needs and goals change over the years, and our mission is to provide the continuity of service that your life transitions demand. When appropriate, we will furnish you with referrals for other professionals, such as attorneys and accountants, who are highly qualified in their specialized fields. We, at Surety Investment Services, also know that personal relationships are key to good communication and understanding. For this reason, we value greatly the rapport we have established with our clients over the years, and we are constantly striving to improve our contact and communication with them. Through dedication, integrity, and experience, we work to maintain a partnership with individuals wherein goals are defined, recommendations are established, and implementation is monitored.

  • 13 years in business
  • New on Thumbtack
About

SAVINGS GROWTH SECURITY RETIREMENT LIFE BUILDER Plans for Kids (Tax Free) RETIREMENT BUILDER Plans for Adults (Tax Free) LEGACY Life Plans for Parents/Grandparents Retirement Income Plans (IRA/401K Conversions) Cremation, Funeral & Cemetery Plans Medicare, HMO / PPO Scroll down for descriptions of services LIFE BUILDER PLANS for Kids (Tax Free) Build savings with an affordable plan. Savings are fully accessible for life. May be used for college, weddings or emergencies. No penalties for anytime withdrawals. Your savings and Interest growth is protected. There is a Death Benefit if a tragedy should strike. You may draw income at time of retirement (tax free). Get an early start to maximize growth. Call for a savings plan review. RETIREMENT BUILDER PLANS for Adults (Tax Free) Save money for retirement. Call us for an IRA/401K comparison. Your savings are protected. There is Guaranteed minimum interest growth in down markets. Maximum savings and interest growth in good markets. All of the gains. None of the risk. Your money is accessible if needed. Savings may be used for life events, family or emergencies penalty free. Retirement income is guaranteed from age 65 to 100 TAX FREE. There is also a sizable death benefit for your family. Call for a savings plan review. RETIREMENT INCOME PLANS for Retirees (IRA/401K Rollovers) If you are getting ready to retire? Family Insurance Partners offers fixed annuities to help you get on the road to a financially secure retirement. The biggest fear for Seniors is running out of money before running out of life. Planning now can help you meet your retirement needs in the future. You may need to roll over your IRA or 401K into an income producing plan. Earn market gains without market losses. Billions of dollars are transferred every year to fixed and indexed annuities. Many plans offer guaranteed lifetime income. Critical Illness, Long Term Care, and Terminal Illness may be concerns for you. People today are living longer. Persons reaching 65 have a life expectancy of 18 additional years (83). Are you retirement ready? Call for a review. LEGACY LIFE PLANS for Parents/Grandparents Life insurance protects families and businesses against the death and financial burden of the bread winner, family member or to build cash that can be utilized to meet financial goals later in life. A solid financial plan cannot be considered complete without serious consideration to the amount and type of life insurance that is right for an individual's specific situation. Types of Life Insurance include: Term Life, Universal Life, Whole Life and Return of Premium Term Life Insurance. A life insurance policy can offer the protection you need at a price you can afford. Call for a savings plan review. CREMATION, FUNERAL AND FINAL EXPENSE PLANNING Final Expense Plans set aside funds for end-of-life expenses. Early planning assures your wishes and desires are aligned with your financial circumstances and your family is protected from financial hardship. Options include Burial, Cremation and Funeral. Cemetery, Funeral and Insurance plans are available. CALL FOR FREE PLANNING GUIDE. AFFORDABLE HEALTH CARE (Obamacare) The affordable care act was designed to help families gain better access to healthcare. Standard benefits specified by Covered California allow you to make informed decisions about what health insurance plan satisfies your needs and meets your budget. For many financial help is available as long as they purchase their health plan from Covered California’s marketplace. The less income you earn, the more financial assistance you can receive. MEDI-CAL HEALTH PLANS Family incomes hard hit by the tough times may qualify you and your family for FREE health insurance for Medi-Cal. Pre-existing conditions will not prevent you from receiving coverage. Call for Free coverage review. MEDICARE Medicare Advantage plans provide Senior’s with additional health insurance benefits not available through traditional Medicare Parts A or B. A Medicare complete plan includes hospitals, doctors, services and prescriptions all in one plan. We are approved with many of the best plans in Southern California. Find out which plan would work best for your health. WILLS, TRUSTS & ESTATES Keeping an up-to-date Will or Trust is vital to protecting the people you love. You can name guardians for your children or pets, Leave a legacy, Manage the distribution of your estate and Leave instruction for Medical and Financial Powers of Attorney. CONTACT We can help you meet your goals in the area of financial planning, retirement planning and tax reduction. Just contact our offices to setup a no-obligation appointment. Affordable Health and Retirement Solutions for Families

About

We offer formal financial and retirement planning, both on the accumulation and distribution phase. We have 27 years in business and no complaints of any kind. We offer high-touch and high-tech personal relationships. We are fee or commissioned based, fully disclosed and the clients' choice. We specialize in small business owners. My 10 largest and long-standing clients are women. In addition, I do special needs planning, having a 28-year-old son with down syndrome and operate two non-profits in this area.

  • New on Thumbtack
About

Welcome to Cayenne Consulting! If you're starting or growing a business, and you need assistance creating a world-class business plan, presentation, or financial forecast, you've come to the right place! We have over 30 consultants worldwide, and we have experience in a broad range of industries. Please let us know a bit about your situation on the Contact Us form on our website, and I will have the most suitable consultant get in touch with you to answer your questions. Our company is looking forward to work with you!

  • New on Thumbtack
About

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

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