{"id":1386,"date":"2021-12-20T06:00:20","date_gmt":"2021-12-20T13:00:20","guid":{"rendered":"https:\/\/humanitywealth.com\/?p=801"},"modified":"2022-07-14T17:26:34","modified_gmt":"2022-07-14T17:26:34","slug":"how-to-find-a-professional-financial-advisor-in-newark-ca","status":"publish","type":"post","link":"https:\/\/humanitywealth.com\/financial-planning\/how-to-find-a-professional-financial-advisor-in-newark-ca\/","title":{"rendered":"How To Find a Professional Financial Advisor in Newark, CA"},"content":{"rendered":"

How do you find a professional financial advisor in your area? It may feel like a choice you don\u2019t know much about. But in fact, if you live in Newark, CA, or in another part of the Bay Area, there are a set of steps to take to find a professional financial advisor for your needs.<\/span><\/p>\n

1. Determine what you want to use a financial advisor for<\/b><\/h2>\n

People use a financial advisor for a <\/span>wide variety of reasons<\/a><\/strong>. One or two of them might be very important to you \u2014 or you may not be fully aware of all the services they offer.<\/span><\/p>\n

The role of a financial advisor is to help you achieve your financial goals and help build a plan that impacts all aspects of financial life. Your goals may be managing your financial life better, preparing for retirement, saving for a down payment on a home \u2013 anything you want.<\/span><\/p>\n

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Looking for a financial advisor who can help you set a course for financial success? Contact Humanity Wealth today!<\/i><\/b><\/a><\/h2>\n

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Advisors provide advice on many topics (see below). You may want to consult a comprehensive financial advisor who does it all or just uses one or two of these services.<\/span><\/p>\n

Budgeting and cash flow<\/i><\/strong> \u2013 establishing a record of your expenses and income, working with you to manage debt, living within your means, identifying ways to save for your goals.<\/span><\/p>\n

Investment advice<\/i><\/strong> \u2013 advising you on how to invest, investment goals, what to invest in, how much to invest, managing your investments, and their performance.<\/span><\/p>\n

Retirement advice<\/i><\/strong> \u2013 how much to save for retirement, investing for retirement, how to manage your retirement income (Social Security plus other income, such as investments), withdrawing money upon retirement, taxation at retirement.<\/span><\/p>\n

Higher education<\/i><\/strong> \u2013 saving for higher education, for yourself, children, or grandchildren<\/span><\/p>\n

Insurance needs<\/i><\/strong> \u2013 making sure you have sufficient <\/span>insurance<\/a><\/strong> for all your possessions (home, car) plus life insurance if needed.<\/span><\/p>\n

Estate planning<\/i><\/strong> \u2013 setting up a plan to transfer your wealth to the next generation through wills and trusts, setting up healthcare plans, and financial management in later life.<\/span><\/p>\n

Investing involves risk, including possible loss of principal.<\/span><\/p>\n

Humanity Wealth Advisors and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.<\/span><\/p>\n

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