Retirement Saving Tips for Boomers Visalia 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. Jack M. Martinusen, CFP®
(559) 627-8787
1104 W Center Ave
Visalia, CA
Firm
Ameriprise Financial

Data Provided by:
Mr. Scott Thomas Heron, CFP®
(559) 733-8756
1718 W Walnut Ave
Visalia, CA
Firm
Ameriprise Financial Services
Areas of Specialization
Estate Planning, Retirement Planning, Small Business Planning, Tax Planning, Wealth Management

Data Provided by:
Mr. Joseph M. Baroni, CFP®
(559) 733-7211
520 W Main St
Visalia, CA
Firm
Morgan Stanley
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Securities
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Karen Ann Lindberg, CFP®
(559) 636-8590
400 E Main St Ste 100
Visalia, CA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: Not Applicable



Data Provided by:
Mr. Stanley H. Shawl (RFC®), CHFC, CLU, CSA, MSFS
(559) 798-0663
16867 Avenue 328
Visalia, CA
Company
Shawl Insurance Services
Qualifications
Education: BS, MSFS
Years of Experience: 49
Membership
IARFC, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, LiabCover

Data Provided by:
Ms. Karen A. Lindberg (RFC®), CFP
(559) 732-0232
128 E. Main Street
Visalia, CA
Company
Investment Centers of America, Inc.
Qualifications
Education: BA EconomicsCFPRFC
Years of Experience: 18
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Education Plan, Healthcare Accounts, BuySell, Compensation Plans

Data Provided by:
Mr. Ryan R Purkiss, CFP®
(559) 625-4005
4130 S Demaree St Ste A
Visalia, CA
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Shawn M. Sebert, CFP®
(559) 635-9602
221 N. Encina St.
Visalia, CA
Firm
Ameriprise Financial

Data Provided by:
Ms. Janet Wasem Martinusen, CFP®
(559) 732-4955
1104 W Center Ave
Visalia, CA
Firm
Martinusen and Associates

Data Provided by:
Mr. Garrett German, CFP®
(559) 592-3200
160 S. E Street
Exeter, CA
Firm
Valley Financial Group

Data Provided by:
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