Retirement Planning in Eagle, ID

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Top Retirement Planners in Eagle, ID

SEC File# 801-6358
CRD# 877
1 out of 5
Location 1801 N Emerald Bay Ave, Eagle, ID 83616, USA
E. Brian Allen
Location 1065 E Winding Creek Dr #250, Eagle, ID 83616, USA
Phone (208) 947-9000
Paul Cantrell - Thrivent
Location 5892 W Little Feather St, Eagle, ID 83616, USA
Phone (707) 448-8083
Hahn & Associates, P.C. - Dean Hahn, CPA
5 out of 5
Location 483 S Rivershore Ln, Eagle, ID 83616, USA
Phone (208) 609-9076
FSM Wealth (formerly Castlebury Financial Advisors)
5 out of 5
Location 971 E Winding Creek Dr, Eagle, ID 83616, USA
Phone (208) 955-8255
Eagle Island Financial
5 out of 5
Location 1464 W Kenai Ct, Eagle, ID 83616, USA
Phone (208) 254-0888
Financial Ark Builders
Location 9177 W State St, Garden City, ID 83714, USA
Phone (208) 639-6344
Raymond James Financial Services
Location 1025 S Bridgeway Pl #200, Eagle, ID 83616, USA
Phone (208) 991-9390
Highland Financial
SEC File# 801-64369
CRD# 125838
Location 13999 W Wainwright Dr Suite 203, Boise, ID 83713, USA
Phone (208) 329-8896
Nick Duncan - RBC Wealth Management Financial Advisor
Location 661 S Rivershore Ln Suite 200, Eagle, ID 83616, USA
Phone (208) 389-5705
Retirement Planning in Eagle, ID

About Eagle, ID for Those Planning to Retire

Eagle, ID is a charming city nestled in the heart of Idaho's Treasure Valley. With its lush greenery and stunning mountain views, Eagle is a picturesque destination for both residents and visitors alike. The city is home to several notable landmarks, including the historic Eagle Island State Park, which offers an array of outdoor activities such as hiking, fishing, and camping. Another popular attraction is the Eagle Bike Park, a world-class mountain biking destination that draws enthusiasts from all over the country. In terms of employment, Eagle boasts a robust economy with several top employers in the area. These include the St. Luke's Health System, the West Ada School District, and the City of Eagle itself. Additionally, the city is home to several thriving small businesses and startups, making it a hub for innovation and entrepreneurship in the region. When it comes to transportation, Eagle is conveniently located near several major highways and streets, including State Highway 44 and Eagle Road.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Eagle, ID would greatly benefit from a bank in various ways. Firstly, a bank can provide financial assistance to residents looking to start their own businesses. With Eagle's growing economy, many individuals may be interested in launching their own ventures, and a bank can provide them with the necessary funding and resources to do so. Additionally, a bank can offer mortgage and loan services to residents looking to purchase homes or make significant investments. This is particularly important in Eagle, where the real estate market is highly competitive and prices are constantly fluctuating. Furthermore, a bank can offer residents access to various financial products and services, such as credit cards, savings accounts, and investment opportunities. This can help residents manage their finances more effectively and plan for their future. Overall, a bank can play a crucial role in supporting the financial needs of Eagle residents and contributing to the growth and development of the community.

Insurance Broker

Residents of Eagle, ID can benefit from the services of an insurance broker in a variety of ways. One specific example is navigating the unique risks associated with living in a wildfire-prone area. An experienced broker can help residents understand the coverage they need to protect their homes and property from the devastating effects of a wildfire. Additionally, brokers can assist with finding affordable health insurance plans, navigating the complexities of Medicare, and ensuring that individuals and families have adequate life insurance coverage. With the help of an insurance broker, residents of Eagle, ID can have peace of mind knowing that they are protected from the unexpected and can focus on enjoying the beauty and community of their hometown.

Wealth Management

Residents of Eagle, ID could benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help individuals and families in Eagle, ID to create a comprehensive financial plan that takes into account their unique goals and circumstances. This could include strategies for saving for retirement, investing in the stock market, and managing debt. Additionally, wealth managers can provide guidance on estate planning, tax optimization, and risk management. For example, residents of Eagle, ID may be particularly interested in strategies for protecting their wealth from wildfires, which are a common occurrence in the area. By working with a wealth manager, individuals in Eagle, ID can gain peace of mind knowing that they have a plan in place to achieve their financial goals and protect their assets.

Financial Advisor

Residents of Eagle, ID could benefit greatly from the expertise of a financial advisor. With the town's median household income of $96,000, there are many opportunities for investment and wealth management. A financial advisor could assist in creating a comprehensive financial plan tailored to the unique needs of Eagle residents, taking into account factors such as the town's high cost of living and the prevalence of small business ownership. Additionally, a financial advisor could provide guidance on retirement planning, estate planning, and tax strategies. With Eagle's growing population and thriving economy, the need for financial planning services is only increasing. A skilled financial advisor could help residents navigate the complexities of investment and financial planning, ultimately leading to greater financial security and peace of mind.

Mortgage Loan Officer

Residents of Eagle, ID can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, such as determining the best type of mortgage for a particular individual or family, explaining the intricacies of interest rates and loan terms, and helping to secure the necessary financing for a home purchase. In Eagle, ID, where the median home price is higher than the national average, a mortgage loan officer can be especially helpful in navigating the local real estate market and finding the best deals on homes. Additionally, with the recent growth of the city and influx of new residents, a mortgage loan officer can provide valuable guidance to those who are unfamiliar with the area and its unique housing market.

Tax Services

Residents of Eagle, ID could benefit from the expertise of a tax advisor in a variety of ways. For example, a tax advisor could help Eagle residents navigate the complex tax laws and regulations specific to the state of Idaho. Additionally, a tax advisor could assist residents in maximizing their tax deductions and credits, such as the Idaho Child Tax Credit or the Idaho Property Tax Reduction Program. Furthermore, a tax advisor could provide guidance on tax planning strategies for Eagle residents who are self-employed or own small businesses. With the help of a tax advisor, residents of Eagle, ID can ensure that they are in compliance with all tax laws and regulations while also minimizing their tax liability.

Estate Planning Lawyer

Residents of Eagle, ID can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals in the area create a comprehensive plan for the distribution of their assets after they pass away. This can include drafting wills and trusts, establishing guardianships for minor children, and ensuring that beneficiaries receive their rightful inheritance. In addition, estate planning lawyers can assist with tax planning and asset protection, which is especially important for residents of Eagle, ID who may have significant wealth tied up in real estate or other investments. With their expertise in complex legal matters, estate planning lawyers can help residents of Eagle, ID navigate the often-confusing world of estate planning and ensure that their wishes are carried out exactly as they intended.


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