Retirement Planning in Flagler County, FL

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Top Retirement Planners in Flagler County, FL

Holiday Las Palmas
4 out of 5
Location 70 Town Ct, Palm Coast, FL 32164, USA
Phone (386) 313-0187
Directions
Matthew Deckman - Ameriprise Financial Services, Inc.
Location 1400 Hand Ave ste p, Ormond Beach, FL 32174, USA
Phone (386) 677-7977
Directions
Anchor Certified Planners Group
5 out of 5
Location 1395 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (386) 615-7526
Directions
Plantation Oaks Of Flagler 55+ Lifestyle Community
4 out of 5
Location 1 Plantation Oaks Blvd, Flagler Beach, FL 32136, USA
Phone (386) 439-3357
Directions
Burkhalter Lauren
Location 285 Clyde Morris Blvd # 100, Ormond Beach, FL 32174, USA
Phone (386) 673-9222
Directions
Storms Walker & Rowdon
Location 6636, 1230 US-1 Suite 5, Ormond Beach, FL 32174, USA
Phone (386) 677-0191
Directions
MLR Financial Co
5 out of 5
Location 2561 Moody Blvd Unit 204, Flagler Beach, FL 32136, USA
Phone (386) 569-6202
Directions
Financial Center at European Village LLC
5 out of 5
Location 101 Palm Harbor Pkwy Suite OB-3, Palm Coast, FL 32137, USA
Phone (401) 639-6476
Directions
Edward Jones - Financial Advisor: John J Skripko Jr
4 out of 5
Location 2 Pine Lakes Pkwy N Ste 2, Palm Coast, FL 32137, USA
Phone (386) 446-6292
Directions
Thrivent Financial
SEC File# 801-60701
CRD# 115785
5 out of 5
Location 1366 US-1 Suite 601, Ormond Beach, FL 32174, USA
Phone (386) 301-5580
Directions
Central Florida Group - Morgan Stanley
Location 285 Clyde Morris Blvd Ste 100, Ormond Beach, FL 32174, USA
Phone (386) 671-2318
Directions
Trustco Bank
5 out of 5
Location 120 Belle Terre Pkwy Suite 28, Palm Coast, FL 32164, USA
Phone (386) 524-5044
Directions
Retirement Planning in Flagler County, FL

About Flagler County, FL for Those Planning to Retire

Nestled along the Atlantic coast, Flagler County, FL boasts an array of landmarks that beckon tourists and locals alike. From the historic Flagler Beach Pier to the stunning Washington Oaks Gardens State Park, the county is a treasure trove of natural and man-made wonders. The area is also home to several top employers, including the Flagler County School District and Florida Hospital Flagler, which provide ample job opportunities for residents. Major highways and streets such as Interstate 95 and Palm Coast Parkway make commuting a breeze, while neighborhoods such as Hammock Dunes and Grand Haven offer luxurious living options for those seeking the finer things in life. With its bustling economy, picturesque landscapes, and vibrant community, Flagler County is a true gem of the Sunshine State.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Flagler County, FL can be helped by a bank in a multitude of ways. One of the most common ways is by providing financial assistance for home ownership. With the median home value in Flagler County being $240,000, many residents may need a mortgage to purchase a home. A bank can offer various mortgage options and assist with the application process. Additionally, Flagler County is known for its beautiful beaches and outdoor activities, which can lead to increased spending on recreational activities. A bank can provide credit cards with rewards programs that can help residents save money on these expenses. Furthermore, Flagler County is a popular retirement destination, and banks can offer retirement planning services to help residents prepare for their future. Overall, a bank can be a valuable resource for residents of Flagler County to achieve their financial goals and improve their quality of life.

Insurance Broker

As residents of Flagler County, FL, individuals may find themselves in need of assistance from an insurance broker. With the county's location along the Atlantic coast, residents may face unique challenges when it comes to selecting insurance policies. An experienced insurance broker can help residents navigate the complexities of flood and hurricane insurance, which are particularly important in a coastal area prone to severe weather events. Additionally, an insurance broker can help residents find affordable health insurance options, which can be particularly important for those who live in a county with a high population of retirees. Overall, an insurance broker can provide valuable guidance and support for Flagler County residents as they navigate the complex world of insurance.

Wealth Management

Residents of Flagler County, FL can greatly benefit from the services of a wealth manager. With its rapidly growing population and diverse economy, Flagler County presents unique financial challenges that require the expertise of a seasoned professional. From retirees seeking to maximize their retirement income to young families looking to build wealth, a wealth manager can help residents navigate the complex financial landscape of Flagler County. For example, with its proximity to the ocean, many residents in Flagler County have investments in the real estate market, which can be volatile and unpredictable. A wealth manager can help these individuals diversify their investments and mitigate risk, while also taking advantage of potential opportunities for growth. Additionally, with the county's growing tourism industry, residents may have unique tax implications that require specialized knowledge and planning. A wealth manager can provide guidance and strategies to help residents minimize their tax burden and maximize their overall financial well-being.

Financial Advisor

Residents of Flagler County, FL can benefit from the guidance of a financial advisor in various ways. With the county's population of over 115,000 people, many individuals may require assistance in managing their finances, especially with the county's high median home value of $236,000. A financial advisor can help residents create a personalized budget, invest in stocks or mutual funds, and plan for retirement. Additionally, the county's proximity to the Atlantic Ocean and its booming tourism industry may lead to unique financial opportunities and challenges that a financial advisor can help navigate. For example, a financial advisor can provide guidance on investing in local businesses or managing fluctuating income during peak tourist seasons. Overall, a financial advisor can provide valuable expertise to help residents of Flagler County, FL achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Flagler County, FL can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the county's growing population and real estate market, a loan officer can provide guidance on the best mortgage options available and help residents secure financing for their dream homes. Additionally, Flagler County boasts a high number of retirees and vacation home buyers, making it crucial for a loan officer to have a deep understanding of the unique financial needs of these demographics. Moreover, with the county's proximity to the Atlantic Ocean and its susceptibility to severe weather events, a loan officer can assist residents in obtaining insurance and navigating the complexities of flood zones. Overall, a mortgage loan officer can be an invaluable resource for Flagler County residents looking to make one of the biggest financial decisions of their lives.

Tax Services

Residents of Flagler County, FL can benefit from the expertise of a tax advisor in a multitude of ways. With the county's booming real estate market, a tax advisor can provide guidance on property tax assessments and exemptions, ensuring that homeowners are not overpaying on their taxes. Additionally, with the county's proximity to major cities like Orlando and Jacksonville, residents may have income from multiple sources, such as rental properties or investments. A tax advisor can help individuals navigate the complexities of reporting and filing taxes on these types of income. Furthermore, Flagler County's large retiree population may require specialized tax planning, such as maximizing Social Security benefits or minimizing taxes on retirement account withdrawals. Overall, a tax advisor can provide valuable insights and strategies to help Flagler County residents optimize their financial situation and minimize their tax burden.

Estate Planning Lawyer

Residents of Flagler County, FL can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents to draft a will and establish trusts to ensure their assets are distributed according to their wishes after they pass away. This is particularly important in Flagler County, where the population is growing rapidly and many residents own property or businesses. Secondly, an estate planning lawyer can assist with healthcare directives and powers of attorney, which are essential in the event of incapacitation or illness. Lastly, an estate planning lawyer can provide guidance on minimizing taxes and protecting assets from creditors. In a county like Flagler, which has a diverse economy and a high number of retirees, these services can be invaluable in securing a family's financial future.

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