Retirement Saving Tips for Boomers Chico CA

According to financial experts, 80 percent of America's Baby Boomers lack sufficient assets to maintain their current standard of living through retirement. And with almost 3 million Boomers turning 60 this year, the milestone signifies that Boomers are nearing retirement age-a step most Boomers won't financially be able to make.

Kathleen M. Carpenter, CFP®
(530) 892-0253
116 Henshaw Ave
Chico, CA
Firm
RedRock Financial and Insurance Services, Inc
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Benjamin D. Knight, CFP®
(530) 892-0253
116 Henshaw Avenue
Chico, CA
Firm
RedRock Financial & Insurance Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Planning, Life Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mrs. Diane M. Knight, CFP®
(530) 892-0253
116 Henshaw Ave
Chico, CA
Firm
RedRock Financial & Insurance Services, Inc.
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Joseph Sweeney, CFP®
2452 Lakewest Dr
Chico, CA
Firm
Asset Management Group

Data Provided by:
Mr. Stuart A. Murray, CFP®
(530) 343-0770
35 Jan Court
Chico, CA
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Ryan O'Donnell, CFP®
(530) 564-0965
2595 Ceanothus Ave., Suite #186
Chico, CA
Firm
The O'Donnell Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Michael T. O'Donnell, CFP®
(530) 564-0960
2595 Ceanothus Ave. #186
Chico, CA
Firm
The O'Donnell Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Guerdon Tisdale Ely, CFP®
(530) 895-0636
40 Philadelphia Dr
Chico, CA
Firm
Ely Prudent Portfolios LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Estate Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Devin John Potter, CFP®
(530) 342-2900
2452 Lakewest Dr
Chico, CA
Firm
Financial Network Investment Corp
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000



Data Provided by:
Mr. Peter W. Bell Jr., CFP®
(530) 891-1133
1058 Mangrove Ave
Chico, CA
Firm
Stifel Nicolaus & Co., Inc.

Data Provided by:
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