Retirement Saving Tips for Boomers Redding 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.

Mr. Jeffrey A. Coon, CFP®
(530) 246-4079
1515 Pine St
Redding, CA
Firm
Wells Fargo

Data Provided by:
Mr. Andrew J. Duff, CFP®
(530) 246-4333
1348 Market St
Redding, CA
Firm
AXA Advisors

Data Provided by:
Mr. Perry J. Wright, CFP®
(530) 244-7199
1255 East Street
Redding, CA
Firm
Stifel Nicolaus & Company, Inc.
Areas of Specialization
General Financial Planning

Data Provided by:
Mr. David Martin Bullock, CFP®
(530) 243-1386
1314 Trinity St
Redding, CA
Firm
LPL Financial Services

Data Provided by:
Mr. Jim H. Forcella, CFP®
(530) 222-6301
1600 Victor Ave
Redding, CA
Firm
Forcella Wealth Management
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Sudden Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Ann Marie Bugenig, CFP®
(707) 443-2741
1255 East St Ste 100
Redding, CA
Firm
Stifel Nicolaus
Areas of Specialization
Asset Allocation, Budget Development, Estate Planning, Life Transitions, Securities, Women's Finances
Key Considerations
Average Net Worth: Not Applicable



Data Provided by:
Mr. Tom Wood, CFP®
(530) 244-7526
1828 South St
Redding, CA
Firm
The Advice Center
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Ms. Catherine Lathrop-Cummings, CFP®
(530) 243-7561
2705 Park Makina Dr
Redding, CA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Data Provided by:
Mr. Geoff V Forcella, CFP®
(530) 222-6301
1600 Victor Avenue
Redding, CA
Firm
Forcella Wealth Managment
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. F. William Evanhoe, CFP®
(530) 244-1900
340 Hartnell Avenue
Redding, CA
Firm
Evanhoe Kellogg & Company, Cer
Areas of Specialization
Accounting, Budget Development, Debt Management, Estate Planning, General Financial Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

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