Best Financial Consultant Bakersfield Near Me

4worldlovers: At Howard Financial, we empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs.

Howard Financial is an independent Registered Investment Advisor serving Bakersfield, California and surrounding communities that provides financial planning and access to third party asset management.

To provide the families we serve with innovative financial strategies, solutions, and planning that can result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Howard Financial.

Howard Financial provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers. Our goal at Howard Financial is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Howard Financial is legally obligated to put our client’s interests first. *Insurance offered through Howard Financial & Insurance Services, Inc. *Investment services offered through Howard Financial & Wealth Management, Inc.

Our main objective is to assist clients in navigating today's complex marketplace to accomplish their investment aspirations and goals. The recommendations you'll receive are custom-tailored to you, factoring in your risk tolerance, time frame, and income specifications....

Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Howard Financial, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals....