Retirement Planning in DeWitt, MI

We did the hard work of finding trustworthy partners in DeWitt, MI. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in DeWitt, MI

TIAA Financial Services
4 out of 5
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
Language https://locations.tiaa.org/mi/east-lansing/4660-south-hagadorn-road?tc_mcid=bn_yextglocal_0618
Directions
Johnston Financial Consultants
Location 1400 Abbot Rd # 390, East Lansing, MI 48823, USA
Phone (517) 333-3422
Language http://www.johnstonfinancialconsultants.com/contact
Directions
Naifa Michigan
Location 240 S Bridge St #210, Dewitt, MI 48820, USA
Phone (517) 668-3960
Language http://www.naifamichigan.com/
Directions
The Woodlands of DeWitt
5 out of 5
Location 910 Woodlands Drive, Dewitt, MI 48820, USA
Phone (517) 624-2831
Language http://www.woodlandsofdewitt.com/
Directions
Chesme Capital Management
SEC File# 801-110909
CRD# 288631
5 out of 5
Location 124 N Bridge St, Dewitt, MI 48820, USA
Phone (517) 669-1600
Language http://www.chesme.com/
Directions
Grace Braatz-Opper Modern Woodmen of America
5 out of 5
Location 313 1/2 E César E. Chávez Ave, Lansing, MI 48906, USA
Phone (517) 730-0777
Language https://reps.modernwoodmen.org/gopper/
Directions
Retirement Planning in DeWitt, MI

About DeWitt, MI for Those Planning to Retire

DeWitt, MI is a vibrant city that is home to several notable landmarks, including the DeWitt District Library and the DeWitt Area Recreation Authority. It is also a hub for top employers such as Sparrow Health System, Auto-Owners Insurance, and Meijer. Major highways, such as I-69 and US-127, run through the city, providing easy access to nearby towns and cities. The city's streets are lined with charming neighborhoods, each with their own unique character and charm. From the historic downtown district to the sprawling suburban subdivisions, DeWitt offers something for everyone. With its rich history and thriving community, DeWitt is a city that is sure to captivate and inspire visitors and residents alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of DeWitt, MI would greatly benefit from the services provided by a bank. With a population of just over 4,500 people, DeWitt is a small town that relies heavily on local businesses and community support. A bank could provide financial assistance to these businesses, helping them to grow and thrive in the community. Additionally, many residents in DeWitt work in nearby Lansing, which means they may need access to loans or other financial services to help with their daily expenses. A bank could also offer financial education and resources to help residents better manage their finances and plan for their future. Overall, a bank would play a vital role in supporting the economic and financial well-being of the DeWitt community.

Insurance Broker

Residents of DeWitt, MI can benefit from the expertise of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance landscape. DeWitt is a small town with a population of just over 4,500 people, and many residents may not have the time or resources to research and compare insurance policies on their own. An insurance broker can provide personalized recommendations and help residents find the most cost-effective insurance solutions for their unique needs. Additionally, an insurance broker can provide guidance and support during the claims process, which can be particularly helpful in the event of a natural disaster or other unforeseen event. With its proximity to Lake Lansing and the Red Cedar River, DeWitt residents may be at a higher risk for flooding, and an insurance broker can help ensure that residents have adequate coverage in the event of a flood or other water-related disaster.

Wealth Management

Residents of DeWitt, MI could benefit from the services of a wealth manager in several ways. Firstly, they could receive guidance on how to manage their finances and investments effectively. This is particularly important for DeWitt residents, who often work in the healthcare or education sectors, as they may have unique financial needs and constraints. Additionally, a wealth manager could help residents plan for retirement, which is a crucial concern for many people in DeWitt. With the cost of living in the area being higher than the national average, it is essential to have a solid financial plan in place. Furthermore, a wealth manager could help residents navigate complex tax laws and regulations, ensuring that they are not paying more than they need to. Overall, a wealth manager could provide invaluable support to residents of DeWitt, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of DeWitt, MI can greatly benefit from the expertise of a financial advisor. With its population of just over 4,500, DeWitt is a small and tight-knit community that is largely made up of families and retirees. A financial advisor can help these individuals navigate the complexities of retirement planning, investment management, and tax optimization. They can provide guidance on how to maximize Social Security benefits, create a comprehensive estate plan, and develop a long-term investment strategy that aligns with their goals and risk tolerance. Additionally, a financial advisor can help DeWitt residents navigate the unique challenges of living in a small town, such as limited employment opportunities and a lack of access to certain financial products and services. By working with a financial advisor, residents of DeWitt can feel confident that they are making informed decisions about their financial future.

Mortgage Loan Officer

Residents of DeWitt, MI can greatly benefit from the services of a mortgage loan officer. With the city's growing population and thriving economy, many individuals are looking to purchase their own homes. A mortgage loan officer can provide valuable assistance in navigating the complex process of obtaining a mortgage, including explaining the various types of loans available and helping applicants find the best rates and terms. Additionally, the loan officer can provide guidance on credit scores and financial planning, which can be particularly helpful in a city like DeWitt, where the cost of living can be high. By working with a mortgage loan officer, residents of DeWitt can achieve their dreams of homeownership and secure their financial future.

Tax Services

Residents of DeWitt, MI can benefit from the expertise of a tax advisor in a multitude of ways. With the city's growing population and thriving businesses, it is important for individuals and companies alike to stay up-to-date on tax laws and regulations. A tax advisor can assist residents in maximizing their deductions and credits, minimizing their tax liability, and avoiding potential penalties. Additionally, with DeWitt's proximity to Michigan State University and other higher education institutions, tax advisors can provide valuable guidance on education-related tax benefits, such as the American Opportunity Tax Credit. Furthermore, as DeWitt continues to attract new residents and businesses, tax advisors can offer advice on the tax implications of purchasing or leasing property, starting a business, or investing in the local economy. Overall, a tax advisor can provide invaluable assistance to residents of DeWitt, MI in navigating the complex and ever-changing world of taxation.

Estate Planning Lawyer

Residents of DeWitt, MI can greatly benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of DeWitt, MI to create a comprehensive estate plan that ensures that their assets are distributed according to their wishes after their passing. Additionally, an estate planning lawyer can help residents of DeWitt, MI to minimize the tax burden on their estate, which can be especially important in a state like Michigan where the estate tax exemption is relatively low. Furthermore, an estate planning lawyer can help residents of DeWitt, MI to create a plan for incapacity, which is especially important for seniors who may be at risk of developing cognitive impairments such as dementia. By creating a plan for incapacity, residents of DeWitt, MI can ensure that their medical and financial decisions are made by someone they trust in the event that they become unable to make these decisions themselves.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in DeWitt, MI are multifarious and comprehensive. A skilled retirement planner can help you create a personalized retirement plan that takes into account your unique goals, financial situation, and risk tolerance. They can assist you in identifying and managing your retirement income sources, such as Social Security, pensions, and investments. Furthermore, a retirement planner in DeWitt, MI can provide guidance on tax-efficient retirement strategies and estate planning. DeWitt, MI, a small city in Clinton County, is known for its vibrant community and natural beauty. A retirement planner in DeWitt, MI can leverage their knowledge of the local community and resources to help you make informed decisions about your retirement. With their bursty and complex approach, they can help you navigate the complexities of retirement planning and ensure that you have a comfortable and secure retirement.

DeWitt, MI is the perfect place to get a retirement planner due to its close-knit community and plethora of experienced financial advisors. With a population of just over 4,500 residents, DeWitt offers a small-town feel that fosters personal connections and trust between residents and their advisors. Additionally, the town is home to several reputable financial institutions and independent planners who have years of experience helping retirees navigate their financial futures. From estate planning to investment management, these experts can provide tailored solutions to each individual's unique needs and goals. Whether you're looking to retire in DeWitt or simply seeking advice on your future finances, the town's skilled and dedicated retirement planners are sure to offer the support and guidance you need to achieve financial security and peace of mind.