Estate Planning Attorneys in Swartz Creek, MI

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List of Firms

Top Swartz Creek, MI Estate Planning Law Firms

Henneke, Fraim & Dawes, P.C.
4 out of 5
Location 2377 S Linden Rd # B, Flint, MI 48532, USA
Phone (810) 733-2050
Caster Maureen I M
5 out of 5
Location 8048 Miller Rd b, Swartz Creek, MI 48473, USA
Phone (810) 715-7223
McCleary & Associates, P.C.
5 out of 5
Location 8161 S Saginaw St, Grand Blanc, MI 48439, USA
Phone (810) 516-5116
Dawn M. Weier Attorney at Law
5 out of 5
Location 2387 S Linden Rd Ste B-136, Flint, MI 48532, USA
Phone (810) 733-6009
Law Office of Michael J. Kotarski
5 out of 5
Location 3444 Fenton Rd G, Flint, MI 48507, USA
Phone (810) 234-7959
Estate Planning Lawyers in Swartz Creek, MI

Where Estate Planners in Swartz Creek, MI Serve

Swartz Creek, MI is a vibrant city located in Genesee County, Michigan that boasts of numerous landmarks, top employers, major highways, and streets, as well as charming neighborhoods. The city is home to the Swartz Creek Area Historical Society Museum, which showcases the rich history of the area, as well as the Swartz Creek Veterans Memorial Park, a beautiful tribute to the brave men and women who have served in the military. The city is also known for its top employers, including Swartz Creek Community Schools, Walmart, and Kroger, among others, which provide numerous employment opportunities for the residents. Major highways such as I-69 and I-75 pass through the city, making it easily accessible to neighboring cities and states. The city's streets, including Morrish Road, Miller Road, and Elms Road, are well-maintained and provide easy access to the city's amenities.

Financial Services Related to Estate Planning in Swartz Creek, MI

Banks and Credit Unions

Residents of Swartz Creek, MI can benefit from a bank in several ways. Firstly, a bank can offer financial assistance to individuals and businesses in the form of loans, credit cards, and overdraft protection. This can help residents manage their finances and improve their credit scores. Additionally, a bank can provide access to various financial products and services, such as savings accounts, checking accounts, and investment options. This can help residents save for their future and plan for retirement. Moreover, a bank can offer convenience to residents by providing online banking services, mobile banking, and ATMs. This can save residents time and make banking more accessible. Overall, a bank can be a valuable resource for residents of Swartz Creek, MI, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Swartz Creek, MI can benefit greatly from the services of an insurance broker. With the town's proximity to Flint, MI, a city that has faced numerous water crises in recent years, an insurance broker can help ensure that residents have adequate coverage for potential water damage to their homes. Additionally, with Swartz Creek being a small town, an insurance broker can provide personalized service and help residents navigate the often confusing world of insurance. Whether it's finding the right coverage for a new car or making sure a family has enough life insurance, an insurance broker can help Swartz Creek residents protect themselves and their loved ones from unexpected financial burdens.

Retirement Planning

Residents of Swartz Creek, MI would greatly benefit from the expertise of a retirement planner. With a population of just over 5,000, Swartz Creek is a small community where many residents may not have access to the resources and knowledge necessary to plan for their retirement. A retirement planner could provide guidance on a variety of topics, such as investment strategies, social security benefits, and estate planning. Additionally, with the average age of Swartz Creek residents being 42 years old, it is important for individuals to start planning for retirement as early as possible. A retirement planner could help residents create a personalized plan that takes into account their unique financial situation and goals, ensuring a secure and comfortable retirement.

Wealth Management

Residents of Swartz Creek, MI could benefit greatly from the services of a wealth manager. With a population of just over 5,500 people, many of whom are retirees or nearing retirement age, a wealth manager could help them navigate the complexities of managing their finances and investments. Specifically, with the recent closure of the GM plant in nearby Flint, many residents may be facing financial uncertainty and could benefit from professional guidance on how to best manage their assets and plan for their future. A wealth manager could also provide advice on tax planning, estate planning, and risk management, helping residents to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Swartz Creek, MI can benefit greatly from the services of a financial advisor. With a population of just over 5,500, Swartz Creek is a small town that relies heavily on its local businesses and community members to thrive. A financial advisor can help residents make smart investment decisions, plan for retirement, and manage their finances in a way that allows them to achieve their long-term goals. In particular, a financial advisor can help Swartz Creek residents navigate the unique financial challenges that come with living in a small town, such as limited job opportunities and a lack of access to certain financial resources. With the help of a financial advisor, Swartz Creek residents can feel confident in their financial futures and work towards building a strong and stable financial foundation.

Mortgage Loan Officer

Residents of Swartz Creek, MI can benefit greatly from the assistance of a mortgage loan officer. With the town's population steadily increasing, many individuals and families are looking to purchase homes in the area. A mortgage loan officer can help these residents navigate the complex process of obtaining a home loan, including researching and comparing different loan options, explaining the terms and conditions of each option, and helping to secure the best possible interest rate. Additionally, with Swartz Creek's close proximity to Flint, many residents may be eligible for special loan programs aimed at revitalizing the area, and a mortgage loan officer can provide valuable guidance in accessing these programs.

Tax Services

Residents of Swartz Creek, MI could greatly benefit from the expertise of a tax advisor. With the city's population of just over 5,000, many individuals may not be aware of all the tax deductions and credits available to them. A tax advisor can help residents navigate the complex tax system and ensure they are taking advantage of all the tax benefits they are entitled to. Additionally, with the recent economic downturn, many residents may be struggling financially and facing tax debt. A tax advisor can help residents negotiate with the IRS and develop a payment plan that works for their individual situation. Overall, a tax advisor can provide invaluable assistance to the residents of Swartz Creek, MI in maximizing their tax benefits and minimizing their tax liabilities.


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