Retirement Planning in Citrus County, FL

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Top Retirement Planners in Citrus County, FL

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Todd Financial Services, LLC
Location 154 SE 7th Ave, Crystal River, FL 34429, USA
Phone (352) 621-8013
Directions
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Crystal Financial of Raymond James
Location 2101 US Hwy 98, SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 220-6406
Directions
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Modera Financial Advisors & Financial Planners
Location 221 W Main St A, Inverness, FL 34450, USA
Phone (352) 746-4460
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SEC File# 801-10418
CRD# 705
5 out of 5
Location 2101 SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 795-6155
Directions
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Mc Donald & Barry Retiree Asset Management
Location 2101 SE US Hwy 19, Crystal River, FL 34429, USA
Phone (352) 249-1042
Directions
SEC File# 801-120512
CRD# 127486
5 out of 5
Location 8565 W Linebaugh Ave, Tampa, FL 33625, USA
Phone (813) 961-4930
Directions
SEC File# 801-10418
CRD# 705
Location 114 N Pine Ave, Inverness, FL 34450, USA
Phone (352) 341-5831
Directions
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Edward Jones - Financial Advisor: Scott L Lee, CFP®|AAMS™
3 out of 5
Location 103 US Hwy 41 S, Inverness, FL 34450, USA
Phone (352) 860-2839
Directions
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Investor's Choice Financial Group Inc.
Location 6206 W Corporate Oaks Dr, Crystal River, FL 34429, USA
Phone (352) 563-0700
Directions
Retirement Planning in Citrus County, FL

About Citrus County, FL for Those Planning to Retire

Nestled in the heart of Florida, Citrus County is a vibrant and bustling community boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Crystal River Archaeological State Park to the stunning Homosassa Springs Wildlife State Park, there is no shortage of natural beauty and cultural significance to be found here. The county is home to a diverse range of businesses, including the top employers of Duke Energy, Citrus Memorial Hospital, and the Citrus County School District. Major highways such as US-19 and State Road 44 provide easy access to nearby cities and attractions, while neighborhoods like Beverly Hills and Inverness offer a unique blend of charm and convenience. Whether you're a resident or just passing through, Citrus County is a must-see destination that will leave you breathless with its beauty and vitality.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Citrus County, FL residents can benefit from a bank in numerous ways. Firstly, banks can provide financial assistance to small businesses in the area, which can help boost the local economy. Additionally, many residents in Citrus County struggle with managing their finances and may need guidance on how to save and invest their money. Banks can offer financial education and resources to help residents make informed decisions about their finances. Moreover, Citrus County has a large retiree population, and banks can offer specialized services such as retirement planning and estate management to help seniors prepare for their future. Lastly, with the frequent natural disasters that occur in Florida, banks can provide financial relief and support to residents who may have suffered property damage or loss due to hurricanes or other weather-related events. Overall, a bank can play an essential role in helping Citrus County residents achieve financial stability and success.

Insurance Broker

Residents of Citrus County, FL can greatly benefit from the expertise of an insurance broker. With its proximity to the Gulf of Mexico, residents of Citrus County are at a higher risk for flooding and hurricane damage. An insurance broker can help residents navigate the complexities of flood and windstorm insurance, ensuring that they have adequate coverage to protect their homes and belongings. Additionally, many residents of Citrus County are retirees who may have unique insurance needs, such as long-term care insurance or Medicare supplement plans. An insurance broker can provide personalized advice and guidance to help seniors make informed decisions about their healthcare coverage. Overall, an insurance broker can provide valuable support to residents of Citrus County, helping them to protect their assets and plan for their future.

Wealth Management

Residents of Citrus County, FL can benefit from the services of a wealth manager in a multitude of ways. Firstly, a wealth manager can help residents create a personalized financial plan that aligns with their long-term goals and aspirations. This is particularly important in Citrus County, FL, where the majority of the population is retired and may need to navigate complex retirement and estate planning issues. Additionally, a wealth manager can provide guidance on tax-efficient investing strategies, which is especially relevant in Citrus County, FL, where property taxes are relatively high. Furthermore, a wealth manager can help residents manage their investments and mitigate risk, which is crucial in a county that is prone to natural disasters such as hurricanes and floods. Ultimately, a wealth manager can provide residents with peace of mind and help them achieve financial security in a county that is known for its natural beauty and retirement lifestyle.

Financial Advisor

Residents of Citrus County, FL can benefit greatly from the expertise of a financial advisor. One of the most common ways that a financial advisor can help is by creating personalized financial plans that cater to the unique needs of each client. In Citrus County, where the population is largely made up of retirees and seniors, a financial advisor can provide valuable guidance on managing retirement savings, maximizing social security benefits, and planning for long-term care needs. Additionally, with the county's economy heavily reliant on tourism and agriculture, a financial advisor can help residents navigate the ups and downs of these industries and make informed investment decisions. Moreover, with the rising cost of healthcare in Citrus County, a financial advisor can also assist clients in devising strategies to cover medical expenses and protect their assets. Overall, a financial advisor can provide a sense of security and peace of mind to residents of Citrus County, helping them achieve their financial goals and maintain their standard of living.

Mortgage Loan Officer

Residents of Citrus County, FL would greatly benefit from the services of a mortgage loan officer. With its prime location along the Gulf of Mexico, Citrus County is a popular destination for retirees and those seeking a slower pace of life. However, the cost of living in this area can be high, making it difficult for many residents to purchase their dream home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring that they secure the best possible interest rates and terms. Additionally, Citrus County is home to a large number of seasonal residents, who may require unique financing options. A mortgage loan officer can provide these individuals with the guidance they need to purchase a second home or investment property in the area. Overall, the expertise of a mortgage loan officer can make a significant difference in the lives of Citrus County residents, helping them achieve their homeownership goals and build a brighter future for themselves and their families.

Tax Services

Citrus County, FL residents can benefit immensely from hiring a tax advisor. With the county's population of over 150,000 people, there are various tax laws and regulations that can be confusing and overwhelming for individuals. A tax advisor can assist in navigating these laws and regulations, ensuring that residents are compliant and avoiding any potential penalties or fines. Additionally, Citrus County is home to a significant number of retirees, who may have unique tax situations, such as social security benefits or retirement income. A tax advisor can provide guidance on how to minimize taxes on these sources of income and maximize their retirement savings. Furthermore, Citrus County has a growing number of small businesses, which can also benefit from the services of a tax advisor. A tax advisor can assist in managing payroll taxes, tax planning, and ensuring compliance with local and state tax laws. Overall, a tax advisor can provide valuable assistance to Citrus County residents, helping them navigate the complex tax landscape and achieve their financial goals.

Estate Planning Lawyer

Residents of Citrus County, FL can benefit greatly from the services of an estate planning lawyer. The lawyer can assist in drafting wills, trusts, and other estate planning documents to ensure that the client's wishes are carried out after their passing. In Citrus County, where the population is largely made up of retirees, estate planning is especially important. An estate planning lawyer can help clients navigate the complexities of Florida's probate laws and minimize the tax burden on their heirs. Additionally, the lawyer can advise clients on how to protect their assets from creditors and nursing homes. With the help of an estate planning lawyer, residents of Citrus County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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