Best Financial Advisors in Clinton County, MI

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List of Firms

Clinton County, MI Fiduciary Financial Advisors

Weathervane Advisors LLC
Location 909 Abbot Rd ste b, East Lansing, MI 48823, USA
Phone (517) 337-1402
Butler Financial Group
5 out of 5
Location 301 N Clinton Ave, St Johns, MI 48879, USA
Phone (989) 292-6000
Kent Ballard - Raymond James
Location 271 Woodland Pass, East Lansing, MI 48823, USA
Phone (517) 664-2650
Financial Advisors in Clinton County, MI

Where Certified Financial Advisors in Clinton County, MI Serve

Clinton County, MI is a vibrant and diverse community located in the heart of Michigan. This county is home to several landmarks that attract visitors from all over the world, including the Sleepy Hollow State Park, the Maple River State Game Area, and the Looking Glass River. These natural wonders provide opportunities for outdoor recreation, including hiking, fishing, and camping. In addition to its natural beauty, Clinton County is also home to several major employers, including the General Motors Delta Assembly Plant, the Clinton County Medical Center, and the Dewitt Public Schools. These employers provide jobs to thousands of residents and contribute to the county's robust economy. Clinton County is also well-connected to the rest of the state and country via several major highways and streets, including I-69, US-127, and M-21. These roads provide easy access to nearby cities like Lansing and Grand Rapids, as well as popular tourist destinations like Mackinac Island and Traverse City.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Clinton County, MI can benefit greatly from the expertise of a financial advisor. One of the most common ways a financial advisor can help is by assisting residents in developing a comprehensive financial plan. With a plan in place, individuals can work towards achieving their financial goals, whether that be saving for retirement, paying off debt, or purchasing a home. Additionally, a financial advisor can provide guidance on investment strategies, helping residents make informed decisions about their money. With its diverse economy, which includes agriculture, manufacturing, and healthcare, Clinton County residents can benefit from the tailored advice of a financial advisor who understands the unique financial challenges and opportunities of the area.

Insurance Broker

Residents of Clinton County, MI can benefit greatly from the services of an insurance broker. With its rural landscape and diverse population, Clinton County faces unique challenges when it comes to finding the right insurance coverage. An insurance broker can help residents navigate the complex world of insurance and find policies that meet their specific needs. For example, farmers in Clinton County may require specialized insurance coverage for their crops and livestock, while small business owners may need liability insurance to protect against lawsuits. An insurance broker can provide personalized guidance and support to ensure that residents have the coverage they need to protect their families, businesses, and assets.

Retirement Planning

Residents of Clinton County, MI can benefit greatly from the services of a retirement planner. With an aging population and a median age of 39.7, many residents are approaching retirement age and need guidance on how to plan for a financially secure future. A retirement planner can assist residents in creating a personalized retirement plan that takes into account their unique goals and circumstances, such as the cost of living in Clinton County, MI. They can also help residents navigate complex retirement options such as Social Security, pensions, and 401(k) plans. Additionally, a retirement planner can provide ongoing support and guidance as residents near retirement and adjust their plans as needed. Overall, a retirement planner can help residents of Clinton County, MI achieve peace of mind and financial security in their golden years.

Wealth Management

Residents of Clinton County, MI could benefit from the expertise of a wealth manager in a number of ways. One of the most common ways is through retirement planning. Clinton County has a large population of seniors, and a wealth manager can help them navigate the complexities of retirement planning, including managing their assets, minimizing taxes, and ensuring they have a steady stream of income during their retirement years. Additionally, a wealth manager can help residents of Clinton County with estate planning, which is especially important for those with significant assets or complex family situations. By working with a wealth manager, residents of Clinton County can feel more confident about their financial future and enjoy greater peace of mind.

Mortgage Loan Officer

Residents of Clinton County, MI can benefit greatly from the services of a mortgage loan officer. Whether they are looking to purchase their first home, refinance an existing mortgage, or invest in a rental property, a loan officer can provide invaluable guidance and support throughout the process. In Clinton County, where the median home value is $174,000, many residents may need assistance navigating the complex world of mortgages and loans. A loan officer can help residents understand their options, find the best rates and terms, and secure financing that meets their unique needs and goals. With the help of a mortgage loan officer, residents of Clinton County can achieve their dreams of homeownership and build a secure financial future for themselves and their families.

Tax Services

Residents of Clinton County, MI can greatly benefit from the expertise of a tax advisor. With the county's population of over 77,000 individuals, many of whom are small business owners or farmers, navigating the complex tax laws can be overwhelming. A tax advisor can provide guidance on tax planning, preparation, and filing, ensuring that residents are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist with tax issues related to property ownership, such as calculating property taxes and understanding the implications of property sales. With the help of a knowledgeable tax advisor, residents of Clinton County can feel confident in their tax decisions and maximize their financial well-being.

Estate Planning Lawyer

Residents of Clinton County, MI could benefit from the assistance of an estate planning lawyer in a variety of ways. One specific aspect of Clinton County that an estate planning lawyer could help with is the area's aging population. As more residents reach retirement age, they may want to ensure that their assets are protected and their wishes are carried out after they pass away. An estate planning lawyer can help with creating wills, trusts, and other legal documents to ensure that a person's assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with planning for long-term care and navigating Medicaid eligibility, which can be especially important for older residents of Clinton County. By working with an estate planning lawyer, residents of Clinton County can have peace of mind knowing that their assets and wishes are protected.


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