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https://www.retirementplanningadvisors.com/
Office Hours: 8:00 am to 3:30 pm PST Monday – Friday Address: 16700 Valley View Ave. Suite 160 La Mirada, CA 90638 Phone: 714-994-0599 800-414-6722 FAX: 714-994-0525
https://retirementplanadvisors.com/
THE FUTURE It’s as simple as having a cup of coffee with a good friend. Retirement Plan Advisors specializes in retirement planning for the hardworking people who make our communities work. We speak public sector retirement and are fluent in the details of governmental deferred compensation and defined contribution plans.
https://retirementplanadvisors.com/about/contact/
Call 877.284.6837, email [email protected], or complete the form below. Note: To protect your privacy, please do not include sensitive personal information (Social Security numbers, account balances, etc.) in your email or web form.
https://retirementplanadvisors.com/about/team/
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC | Investment Advisory Services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser | Cambridge Investment Research and Retirement Plan Advisors, LLC, are not affiliated. Registered representatives may only ...
https://smartasset.com/financial-advisor/retirement-plan-advisors-review
Financial planning fees begin at $150, with fixed fees averaging $600 for basic plans and $1,500 for comprehensive plans. Hourly fees do not exceed $500 per hour. For investment management accounts, fees won't exceed 2.25% of a client's total AUM annually. Fees for other accounts and services may be negotiable.
https://retirementplanadvisors.com/about/
Retirement Plan Advisors (RPA) was founded on the belief that personal relationships matter. After decades of providing high-touch service to our clients, we noticed changes in the retirement plan industry — when retirement plan providers began introducing web-based services, face-to-face client interactions declined and access to a financial ...
https://smartasset.com/retirement/retirement-advisor
But generally, a retirement advisor should: Help you identify your retirement savings goals and the action steps you’ll need to take to achieve them. Pinpoint potential gaps in your retirement savings plan. Offer advice on how to maximize tax-advantaged accounts, such as a 401 (k) or individual retirement account.
https://smartasset.com/financial-advisor/retirement-management-advisor
Other financial advisors may offer a broader range of services that includes more than just retirement, such as paying off debt or planning for college. While those things are also important elements to include in a comprehensive financial plan, an RMA would put their primary effort and focus into helping you plan for retirement.
Retirement Plans. WESPAC Plan Services provides third party administration and/or recordkeeping for qualified retirement plans, including defined contribution, defined benefit and other types of pension plans. In addition, WESPAC Advisors, LLC provides fiduciary, advisory, and benchmarking services to many of our retirement plan clients.
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