Best Financial Advisors In Sacramento Near Me

4worldlovers: Allworth Financial was born and raised in Sacramento. Founded in 1993 by Scott Hanson and Pat McClain, we provide you with honest, straightforward advice with the objective of helping you reach your financial, investment and retirement goals.

Want to learn more about us? For more than 20 years, Scott and Pat have hosted Money Matters, a weekly, call-in, financial topic radio show that airs every weekend on NewsRadio KFBK. Over the years they’ve answered thousands of financial questions on topics ranging from investing to pensions to estate planning to taxes and more. Money Matters is one of the longest-running financial shows in the country.

Conveniently located just off Highway 50 and Watt Avenue, the Sacramento office works with you to provide guidance on:

4worldlovers:
Not sure if you need an appointment? Call us and we’ll help!

4worldlovers: WHAT IS THE SP 500 AND HOW DOES IT IMPACT MY BOTTOM LINE???

Financial Planning included cash management. This refers to the process of collecting and managing cash flows. Cash is essential for day-to-day financial stability.

Investment Management is another key component of financial planning. At your current age, how much money should you have saved for retirement? How can you make up for lost time if you started investing late? Should you change your investing portfolio as you get older? While answering these questions may feel overwhelming, they are what we have experience evaluating.

If you’re like most parents, you want your child to go to college. At the same time, paying for college is probably one of your biggest financial concerns. By working with a financial planner and creating a plan, you can reduce the burden of student loans for their higher education.

Tax planning is a way to find out how much money you are paying on tax and also a way to help minimize the tax liability (the amount owed) through the use of allowances, deductions, exclusions, and exemptions.

Accidents and disasters can – and do happen, and if you aren’t adequately insured, it could leave you in financial ruin. You have to know how much insurance you need to protect your life, your ability to earn income, and keep a roof over your head. A financial plan allows you to have that peace of mind.

Working with a financial planner means you have access to our network of Estate Attorneys to maximize what you leave behind. It’s important to know legal and/or tax advice and think through how each asset, as well as your estate, will pass to your beneficiaries.

We help families where both parents are working to prioritize their goals: paying off debt, saving for a college fund, budgeting, travel vacations, etc. Life is busy for our clients but with our guidance, they know they can accomplish anything through a solid plan of action. Ensure your family’s future by creating a financial plan today.

Healthcare employees have unique challenges. Being a high-income earner and thinking about the future when you have such a demanding career is not easy. We help clients navigate their financial lives without having to spend their limited time doing so. We review your pension benefits, your employee perks, and help you create a financial plan that sets you up for success.

4worldlovers:
Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates.

Lincoln products are not a deposit nor FDIC-insured, may go down in value, and are not insured by an federal government agency or guaranteed by any bank or savings association. All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representation or guarantees regarding the claims-paying ability of the issuer.

Lincoln MoneyGuard solutions are a universal life insurance policy with a long-term care rider. The policies and riders have exclusions, limitations, and/or reductions. Please contact your Lincoln representative or the insurance company for costs and complete details.