Walnut Creek Financial Planners

WALNUT CREEK, CA

123

Financial Planners are in Walnut Creek

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"... pre-scheduled for you with reminders. the staff is pleasant and professional...."

"... overall and i plan on having her do it again next year...."

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Walnut Creek Financial Advising Articles

8 retirement investment planning missteps to avoid

Some classic missteps in financial planning plague retirees. Calling them “mistakes” may be a bit harsh, yet whether they result from ignorance or fate, we need to be aware of them as we plan for retirement.

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

Don't get buried by funeral planning scams

The average funeral costs more than $4,000 - avoid costly mistakes and make sure your final investment is sound.

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Walnut Creek Financial Planners Reviews

"... the last 7 years and have had a great experience every time. everything is automated now so we do not really see anybody, just talk to them on the phone. everything is mailed or emailed to us to handle or sign. i think we are with a good company...."