Retirement Planning in Edmonds, WA

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Top Retirement Planners in Edmonds, WA

Financial Strategies
SEC File# 801-110898
CRD# 289054
5 out of 5
Location 111 Main St UNIT 107, Edmonds, WA 98020, USA
Phone (425) 775-2700
Language http://www.fsfinancialstrategies.com/
Directions
Soundview Financial Group - Ameriprise Financial Services, LLC
Location 110 James St STE 100, Edmonds, WA 98020, USA
Phone (425) 640-8632
Language https://www.ameripriseadvisors.com/team/soundview-financial-group/?cid=IP_local_google
Directions
Koenig Financial Group
Location 120 5th Ave S, Edmonds, WA 98020, USA
Phone (425) 775-6131
Language https://koenigfinancialgroup.com/
Directions
Dynalogic Personal Services
Location 9617 Firdale Ave, Edmonds, WA 98020, USA
Phone (206) 533-1050
Language http://dynalogicinc.com/
Directions
Retirement Planning in Edmonds, WA

About Edmonds, WA for Those Planning to Retire

Edmonds, WA is a picturesque city located in the heart of Snohomish County, Washington. This charming city is home to a plethora of landmarks such as the Edmonds Center for the Arts, the Edmonds Ferry Terminal, and the beautiful Edmonds Beach. The city is also surrounded by major highways and streets including Interstate 5, Highway 99, and Main Street, making it easily accessible for commuters and visitors alike. In terms of employment, Edmonds is home to a variety of top employers including the Edmonds School District, Swedish Edmonds Hospital, and the City of Edmonds. These employers provide a range of job opportunities for residents and contribute to the city's thriving economy. The neighborhoods in Edmonds are diverse and offer something for everyone. From the historic downtown area with its quaint shops and restaurants to the upscale waterfront homes in the Edmonds Bowl, there is a neighborhood to fit every lifestyle. Other popular neighborhoods include Westgate, Firdale, and Meadowdale.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Edmonds, WA would greatly benefit from the services provided by a bank. One specific way that a bank could help the community is by offering small business loans to local entrepreneurs. Edmonds is known for its charming downtown area, filled with unique shops and restaurants. However, many of these businesses struggle to secure the funding needed to expand or improve their operations. A bank could provide the necessary financial support to help these businesses thrive and contribute to the local economy. Additionally, a bank could offer financial education and resources to residents, helping them to better manage their money and plan for their future. With the help of a bank, the people of Edmonds could continue to build a vibrant and prosperous community.

Insurance Broker

Residents of Edmonds, WA can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help them navigate the complex insurance market and find the right policies that suit their specific needs. This is especially important in Edmonds, WA, where the weather can be unpredictable, and residents may require insurance coverage for natural disasters such as floods, earthquakes, and landslides. Additionally, an insurance broker can help Edmonds residents save money on insurance premiums by identifying discounts and negotiating rates with insurance providers. Finally, an insurance broker can provide valuable advice and guidance on how to file insurance claims and ensure that their clients receive fair compensation in the event of a loss. In short, an insurance broker can be an invaluable ally for residents of Edmonds, WA, helping them protect their assets, save money, and navigate the complex world of insurance.

Wealth Management

Residents of Edmonds, WA can benefit greatly from the services of a wealth manager. With the city's location on the Puget Sound and its proximity to Seattle, many residents have high net worths and complex financial portfolios. A wealth manager can provide personalized investment advice, tax planning strategies, and estate planning services to help residents maximize their wealth and minimize their tax liabilities. Additionally, with Edmonds being a popular retirement destination, a wealth manager can help retirees navigate the complexities of retirement planning, including Social Security optimization and Medicare enrollment. Furthermore, with the city's growing population and expanding economy, a wealth manager can assist business owners with financial planning and investment management to help them achieve their business goals. Overall, a wealth manager can provide invaluable guidance and expertise to help residents of Edmonds, WA navigate the complexities of wealth management and achieve their financial objectives.

Financial Advisor

Residents of Edmonds, WA can benefit from the guidance of a financial advisor in several ways. One of the most common ways is by developing a comprehensive financial plan that takes into account the unique economic landscape of Edmonds. The city's economy is heavily influenced by its location on the Puget Sound, which makes it a popular destination for tourists and retirees. A financial advisor can help residents navigate the complexities of the local real estate market and make informed decisions about investments and retirement planning. Additionally, a financial advisor can provide guidance on tax planning strategies that take advantage of Washington State's tax-friendly policies, such as the lack of a state income tax. With the help of a skilled financial advisor, residents of Edmonds can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Edmonds, WA can benefit from a mortgage loan officer in several ways. For starters, these professionals can provide guidance on the best mortgage options available for their particular needs. This is especially important in Edmonds, WA, where the real estate market is highly competitive, and the cost of living is relatively high. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, from pre-approval to closing. They can also assist with negotiating terms and rates, which can save borrowers thousands of dollars over the life of their loan. Additionally, mortgage loan officers can provide valuable advice on refinancing, home equity loans, and other financial products that can help residents achieve their long-term goals. In short, a mortgage loan officer can be a valuable ally for anyone looking to buy or refinance a home in Edmonds, WA.

Tax Services

Residents of Edmonds, WA can benefit from the services of a tax advisor in various ways. One specific example is the tax implications of living in a waterfront community. Edmonds is known for its picturesque waterfront, and owning a waterfront property comes with unique tax considerations. A tax advisor can help residents navigate these complexities, such as understanding the tax deductions for waterfront property and the tax implications of owning a dock. Additionally, Edmonds has a diverse population, including retirees, small business owners, and families. A tax advisor can provide tailored advice to each group, such as retirement planning, business tax planning, and education savings plans. With the help of a tax advisor, residents can ensure they are maximizing their tax benefits and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Edmonds, WA can benefit from the services of an estate planning lawyer in a variety of ways. One specific example is the lawyer's ability to assist in the creation of a comprehensive estate plan that takes into account the unique characteristics of Edmonds, WA. This could include considerations such as the high cost of living in the area, which may require specific strategies for preserving wealth and assets. Additionally, an estate planning lawyer can help residents navigate the complex legal landscape of Washington state, which has its own set of laws and regulations governing estate planning. This could include issues related to probate, trusts, and tax planning, among others. Ultimately, working with an estate planning lawyer can provide Edmonds, WA residents with peace of mind, knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Edmonds, WA can help individuals prepare for their golden years in a comprehensive and personalized manner. These services may include evaluating current financial situations, developing retirement goals and strategies, and creating a customized retirement plan that takes into account the unique needs and aspirations of each individual. Additionally, a retirement planner in Edmonds, WA may provide guidance on investment options, tax planning, and estate planning. Edmonds, WA is a picturesque waterfront city located in Snohomish County, known for its stunning views of Puget Sound and the Olympic Mountains. With its charming downtown area, lively arts scene, and numerous parks and trails, Edmonds offers retirees a vibrant and fulfilling lifestyle. A retirement planner in Edmonds, WA can help retirees make the most of their retirement years by providing tailored advice and support that takes into account the specific opportunities and challenges of living in this beautiful community.

Edmonds, WA is the perfect place to get a retirement planner due to its thriving financial industry and abundance of experienced professionals. The city is renowned for its impressive array of financial services, including a wide range of investment and retirement planning options. With its picturesque waterfront and charming downtown area, Edmonds offers a serene and calming atmosphere that is conducive to making sound financial decisions. Moreover, the city boasts a diverse and highly educated population that is well-versed in the intricacies of finance and investing, making it an ideal destination for those seeking expert advice on retirement planning. From certified financial planners to investment advisors, Edmonds has a wealth of talented professionals who can help you navigate the complexities of retirement planning with ease and confidence. So if you're looking for a reliable and experienced retirement planner, look no further than Edmonds, WA.