Retirement Planning in Hollywood, FL

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List of Firms

Top Retirement Planners in Hollywood, FL

PF Roberts & Associates
Location 2324 Hollywood Blvd, Hollywood, FL 33020, USA
Phone (954) 454-7028
Patricia Bitnar - Raymond James
Location 9720 Stirling Rd, Hollywood, FL 33024, USA
Phone (954) 626-6269
Rockview Financial
Location 1818 Rodman St, Hollywood, FL 33176, USA
Phone (954) 505-3665
Retirement Planning in Hollywood, FL

About Hollywood, FL for Those Planning to Retire

Hollywood, FL is a vibrant city located in Broward County, Florida. This city boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a great place to live, work, and play. One of the most notable landmarks in Hollywood is the Hollywood Beach Broadwalk, a 2.5-mile oceanfront promenade that offers stunning views of the Atlantic Ocean. The Anne Kolb Nature Center is another popular attraction that features a 3,500-acre coastal mangrove wetland that is home to a variety of wildlife. When it comes to top employers, Hollywood is home to a diverse range of businesses and industries, including Memorial Healthcare System, Seminole Hard Rock Hotel & Casino, and the City of Hollywood. These employers provide jobs for thousands of residents and contribute to the city's thriving economy. Major highways and streets in Hollywood include Interstate 95, Florida's Turnpike, and State Road 7.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Hollywood, FL can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to individuals who are looking to invest in the local real estate market. This is especially important in Hollywood, FL, as the city is known for its picturesque beaches and thriving tourism industry, making it an attractive location for property investment. Additionally, a bank can offer various loan options to residents who are looking to start a business or expand an existing one. This is particularly beneficial in Hollywood, FL, as the city is home to a diverse range of industries, including healthcare, technology, and entertainment. Lastly, a bank can provide residents with access to financial planning and investment services, helping them to manage their finances and plan for their future. Overall, a bank can play a crucial role in supporting the financial needs of the residents of Hollywood, FL.

Insurance Broker

Residents of Hollywood, FL can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them find the best insurance policies to suit their needs and budget. This is particularly important in Hollywood, FL, where the cost of living is relatively high, and residents need to protect their assets and investments. Additionally, an insurance broker can help residents navigate the complex world of insurance policies, explaining the fine print and ensuring they understand what they are signing up for. Furthermore, an insurance broker can help residents file claims and advocate for them with insurance companies, ensuring they receive fair compensation for any losses or damages they may incur. Overall, an insurance broker can provide invaluable support and guidance to residents of Hollywood, FL, helping them secure their financial future and achieve peace of mind.

Wealth Management

Residents of Hollywood, FL could benefit from the services of a wealth manager in various ways. One of the most common ways is through financial planning, which involves setting financial goals, creating budgets, and developing investment strategies. A wealth manager can also help residents manage their debt, including mortgages, credit card debt, and student loans. Furthermore, a wealth manager can assist residents in planning for retirement, including choosing the right investment vehicles and creating a sustainable income stream. Additionally, given that Hollywood, FL is located in a hurricane-prone area, a wealth manager can help residents protect their assets by creating emergency funds and obtaining adequate insurance coverage. Overall, a wealth manager can provide valuable guidance and support to residents of Hollywood, FL in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Hollywood, FL could benefit greatly from the services of a financial advisor. With its proximity to the beach, Hollywood is a popular tourist destination, and many residents rely on the hospitality industry for employment. A financial advisor could assist these workers in creating a budget and managing their finances to ensure stability during the off-season. Additionally, Hollywood is home to a large retiree population, and a financial advisor could help these individuals navigate the complexities of retirement planning, including managing their savings and investments, creating a retirement income plan, and ensuring they have adequate insurance coverage. With the high cost of living in South Florida, a financial advisor could also help residents in Hollywood create a plan to save for major expenses such as a down payment on a home or college tuition for their children. Overall, a financial advisor could provide invaluable guidance to residents of Hollywood, FL in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Hollywood, FL would benefit immensely from the services of a mortgage loan officer. With the city's prime location on the Atlantic coast, many residents are looking to purchase their dream homes or refinance their existing mortgages. A knowledgeable loan officer can guide them through the process, providing insight on the best loan options available and helping them secure the most favorable rates. Additionally, Hollywood, FL is known for its diverse population, and a mortgage loan officer who is well-versed in the needs of different cultures and languages can provide personalized and effective assistance to residents from all walks of life. Whether it's navigating the intricacies of the home-buying process or finding the most advantageous mortgage terms, a skilled loan officer can be a valuable asset to the residents of Hollywood, FL.

Tax Services

Residents of Hollywood, FL could benefit greatly from the expertise of a tax advisor. With the city's thriving tourism industry and bustling real estate market, there are numerous tax implications that residents may not be aware of. A tax advisor could assist with navigating the complexities of rental property taxes, as Hollywood is a popular destination for vacation rentals. Additionally, the city's diverse population could benefit from advice on international tax laws and how they may impact their finances. With the recent changes to federal tax laws, a tax advisor could also help residents understand how these changes may affect their individual tax situations. Overall, a tax advisor could provide invaluable assistance to Hollywood residents in maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Hollywood, FL can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific area where an estate planning lawyer can be particularly helpful is in navigating the complexities of Florida's probate laws. Hollywood, FL is home to a diverse population with varying cultural backgrounds, which can make estate planning even more complex. An estate planning lawyer can assist in drafting wills and trusts that are tailored to each individual's unique needs and circumstances. Additionally, they can provide guidance on minimizing estate taxes and protecting assets from creditors. With the help of an estate planning lawyer, residents of Hollywood, FL can ensure that their loved ones are provided for and that their wishes are carried out after they pass away.


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