Advanced Planning Financial is a wealth management group based in Riverside, CA, with a main headquarters in Newport Beach. With over 50 years of combined experience, their highly skilled retirement planners focus on providing pension maximization and financial planning strategies to federal government agency employees and retirees. They offer a comprehensive approach to retirement planning, creating individualized retirement plans tailored to each client's unique needs and goals.
As an independent group, Advanced Planning Wealth Management Group is not a registered broker dealer and is affiliated with Raymond James Financial Services, Inc. They aim to take their clients' retirement personally by making recommendations that they themselves would be willing to accept, following the Golden Rule. Their services include estimating required minimum distributions, calculating savings goals, determining IRA eligibility, and providing educational resources through market commentaries, webinars, newsletters, and videos.
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