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Edward Jones - Financial Advisor: Christian B Orth
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In order to plan for retirement, many people turn to retirement planning services and to retirement management services. Retirement management and retirement planning services specialize in setting up retirement savings plans and retirement plans that allow people to put away money for their golden years. Retirement management services also specialize in managing a person's retirement plans. Many retirement management and planning services also offer estate planning services and estate management services. Estate planning services specialize in setting up and managing portions of a person's portfolio that they wish to leave to their heirs. Many estate planning and management companies specialize in setting up trusts and trust funds. Many retirement planning and management companies specialize in managing aspects of a person's portfolio such as their 401K.

STANDARD LISTINGS:   RETIREMENT-AND-ESTATE-PLANNING-MANAGEMENT IN/NEAR SANTA BARBARA
Roxbury Capital Write review for this local business
25 El Paseo, Santa Barbara, CA 93101
(805) 845-1041  
The American Pension Company Write review for this local business
136 W Canon Perdido St Ste B1, Santa Barbara, CA 93101
(805) 962-9334  
Planmember Services Write review for this local business
6185 Carpinteria Ave, Carpinteria, CA 93013
(805) 684-1199  
Retirement Solutions Write review for this local business
3419 State St, Santa Barbara, CA 93105
(805) 563-4473  
Rancho La Vista Estates Write review for this local business
590 Country Dr, Ojai, CA 93023
(805) 649-2768  
Estate Strategies Inc Write review for this local business
468 Pennsfield Pl Ste 201, Thousand Oaks, CA 91360
(805) 496-2348  
The Benefit Practice Write review for this local business
920 Hampshire Rd, Westlake Village, CA 91361
(805) 496-6110  
MetLife Write review for this local business
2815 Townsgate Rd Ste 215, Westlake Village, CA 91361
(805) 379-4400  
Alliance Financial Group Inc Write review for this local business
3390 Auto Mall Dr, Thousand Oaks, CA 91362
(805) 371-8020  
Lippert & Associates Write review for this local business
200 N Westlake Blvd Ste 205, Thousand Oaks, CA 91362
(805) 496-2940  
Englander & Englander Write review for this local business
3390 Auto Mall Dr Ste 250, Thousand Oaks, CA 91362
(805) 374-7377  
Legal Production Service Inc Write review for this local business
1965 Yosemite Ave, Simi Valley, CA 93063
(805) 581-9192  
Los Angeles Investment Club Write review for this local business
BIC Corporate Headquarters 8800 Stockdale Hwy Suit, Bakersfield, CA 93311
(661) 847-9607  
Clark Jolley Cfp Write review for this local business
25419 Altos Dr, Valencia, CA 91355
(661) 259-2344  
Cp Managment Write review for this local business
5000 Parkway Calabasas, Calabasas, CA 91302
(818) 884-8774  
Southcoast Legal Services Write review for this local business
23822 Valencia Blvd, Valencia, CA 91355
(661) 259-0060  
Americare Estate Planning Write review for this local business
21220 Devonshire St Ste 207, Chatsworth, CA 91311
(818) 717-9848  
Albera Insurance Agency Write review for this local business
411 Traffic Way Ste E, Arroyo Grande, CA 93420
(805) 473-4868  
Jeff Cfp Johnson Chfc CLU Write review for this local business
1303 E Grand Ave, Arroyo Grande, CA 93420
(805) 481-0430  
Estate Valuation Pricing Systems Write review for this local business
5855 Topanga Canyon Blvd Ste 520, Woodland Hills, CA 91367
(818) 313-6300  
Eci Two Canoga LLC Write review for this local business
6200 Canoga Ave Ste 425, Woodland Hills, CA 91367
(818) 884-8754  
SunAmerica Write review for this local business
21650 Oxnard St Ste 750, Woodland Hills, CA 91367
(818) 737-3999  
America's IRA Center Write review for this local business
21820 Burbank Blvd Ste 330, Woodland Hills, CA 91367
(818) 346-3700  
Senex Insurance Services Write review for this local business
21021 Ventura Blvd, Woodland Hills, CA 91364
(818) 593-3535  
None of us can predict when death or incapacity will come knocking, so it is important to make a plan for your retirement and estate that can be executed after your death by an experienced lawyer who has power of attorney. Choosing a retirement and estate planning management company is a big decision that intimidates many people, so you need to be sure that you are informed about your choices before you hire a one. Ask your friends and relatives if they have had good experiences with any estate planning and retirement managers. Call them and request a meeting so that you can discuss the fine details of your trust and will. When you meet the attorneys, ask them if they have several years of planning experience. If they do, then you should ask them about effective tactics that you can use to help protect your financial assets from taxes after your death so that more goes to your beneficiaries, defend your will and trust in probate court, prevent lapses in your life insurance coverage, and transferring assets to keep you financially independent if you become incapacitated. You need to make sure that the lawyers have the power to regulate your final wishes in probate court. If your family contests the will, then they might have to use mediation or courts to come to a settlement, so you want to make sure they understand your wishes succinctly. When you find a management company that has all of the services that you need, get a price quote that will make it easy for you to compare their costs with others.


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