Retirement Planning in Plantation, FL

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List of Firms

Top Retirement Planners in Plantation, FL

LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1821 NW 108th Ave, Plantation, FL 33322, USA
Phone (954) 382-8840
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Caratel Financial Services, Inc.
4 out of 5
Location 1856 N Nob Hill Rd Box 265, Plantation, FL 33322, USA
Phone (954) 918-3537
Language https://www.caratel.com/
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Coastal Wealth - Plantation
5 out of 5
Location 1200 S Pine Island Rd #350, Plantation, FL 33324, USA
Phone (954) 331-5100
Language https://www.mycoastalwealth.com/
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Merrill Lynch Wealth Management Advisor Alfredo Aguirre
Location 600 N Pine Island Rd Suite 300, 3rd Floor, Plantation, FL 33324, USA
Phone (954) 916-2834
Language https://fa.ml.com/florida/plantation/alfredo_aguirre
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Sterling Wealth Advisors®, Inc.
Location 8201 Peters Rd #1000, Plantation, FL 33324, USA
Phone (954) 771-1313
Language http://www.sterlingwealthadvisors.com/
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C Reginald Esiobu - Financial Advisor, Ameriprise Financial Services, LLC
Location 950 S Pine Island Rd Ste A-150, Plantation, FL 33324, USA
Phone (954) 727-8363
Language https://www.ameripriseadvisors.com/chikezie.r.esiobu/?cid=IP_local_google
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Carlton Francis - Financial Advisor, Ameriprise Financial Services, LLC
Location 8201 Peters Rd Ste 1000, Plantation, FL 33324, USA
Phone (954) 834-3535
Language https://www.ameripriseadvisors.com/carlton.m.francis/?cid=IP_local_google
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LifeCraft Financial Group
5 out of 5
Location 8151 Peters Rd #1700, Plantation, FL 33324, USA
Phone (954) 660-5870
Language https://m.facebook.com/LifeCraftfinancial
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Retirement Planning in Plantation, FL

About Plantation, FL for Those Planning to Retire

Plantation, FL is a vibrant city in Broward County, Florida, boasting a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic Westfield Broward Mall to the stunning Plantation Preserve Golf Course & Club, there's no shortage of exciting attractions to explore. The city is home to major employers like American Express, Motorola Solutions, and Nova Southeastern University, providing ample job opportunities for residents. Major highways like I-595, I-75, and the Florida Turnpike make commuting a breeze, while streets like University Drive and Broward Boulevard offer easy access to shopping, dining, and entertainment. Neighborhoods like Jacaranda, Plantation Acres, and Sawgrass Mills offer a range of housing options, from cozy condos to spacious single-family homes, making Plantation a great place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Plantation, FL can benefit from a bank in several ways. One of the most common ways is through the provision of financial services such as savings and checking accounts, loans, and credit cards. These services can help residents manage their finances more effectively and achieve their financial goals. For example, a resident of Plantation, FL may need a loan to start a new business or purchase a home. A bank can provide the necessary funds and guide them through the process. Additionally, banks in Plantation, FL can help residents with financial education and resources, such as online banking and financial planning tools. With a diverse population and a growing economy, Plantation, FL requires a bank that is responsive to its unique needs and can provide tailored solutions to help residents succeed.

Insurance Broker

Residents of Plantation, FL can benefit from the expertise of an insurance broker in various ways. One specific example is the broker's knowledge of the unique weather patterns in the area. With frequent hurricanes and tropical storms, homeowners may require additional coverage to protect their property from wind and flood damage. An insurance broker can help residents navigate the complex insurance market and find the best policies that suit their specific needs. Additionally, brokers can assist in finding affordable health insurance plans for families and individuals, as well as provide guidance on life insurance and disability insurance. With the help of an insurance broker, residents of Plantation, FL can have peace of mind knowing that they are adequately protected in case of unexpected events.

Wealth Management

Residents of Plantation, FL could benefit greatly from the services of a wealth manager. With its diverse population and thriving business community, Plantation presents a unique set of financial challenges. A skilled wealth manager can help residents navigate these challenges by providing personalized investment advice, tax planning strategies, and estate planning services. For example, many Plantation residents may be interested in investing in real estate, given the city's strong housing market. A wealth manager can help these individuals identify the best properties to invest in and develop a comprehensive plan to maximize their returns. Additionally, with the city's proximity to major airports and seaports, many residents may have complex international tax issues that require specialized expertise. A wealth manager can assist with these issues, providing guidance on tax planning and compliance, as well as helping clients navigate the complexities of cross-border investing. Ultimately, a wealth manager can help Plantation residents achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Plantation, FL could greatly benefit from the expertise of a financial advisor. One specific area where a financial advisor could be of great assistance is in helping residents navigate the unique tax laws of the state. Florida is one of only seven states in the U.S. that does not have a state income tax, which can make tax planning more complex for residents. Additionally, Florida has a homestead exemption that can provide significant property tax savings for homeowners, but there are also rules and regulations that must be followed in order to qualify for this exemption. A skilled financial advisor could help residents of Plantation understand these intricacies and develop a comprehensive financial plan that takes advantage of the tax benefits available to them.

Mortgage Loan Officer

Residents of Plantation, FL can benefit from the services of a mortgage loan officer in a multitude of ways. These professionals can help individuals secure financing for their dream homes or investment properties, as well as provide guidance on the various mortgage options available to them. In Plantation specifically, a mortgage loan officer can help residents navigate the unique real estate market of the area, which includes a mix of single-family homes, townhouses, and condos. They can also assist with the various regulations and laws related to property ownership in the city, such as those related to zoning and land use. Additionally, a mortgage loan officer can provide valuable insights into the local economy and job market, helping residents make informed decisions about their financial future. With their expertise and experience, mortgage loan officers can be an invaluable resource for Plantation residents looking to achieve their homeownership goals.

Tax Services

Residents of Plantation, FL can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help residents to navigate the complex tax laws and regulations that are unique to the state of Florida. Specifically, residents of Plantation may require assistance with the state's sales tax, which is levied on a wide range of goods and services. Additionally, a tax advisor can help residents to identify tax deductions and credits that they may be eligible for, such as those related to home ownership or charitable donations. Furthermore, a tax advisor can provide guidance on retirement planning and investment strategies, which can help residents to maximize their savings and minimize their tax liability. In short, a tax advisor can be an invaluable resource for residents of Plantation, FL who want to ensure that they are making the most of their financial resources while complying with all applicable tax laws and regulations.

Estate Planning Lawyer

Residents of Plantation, FL can greatly benefit from the services of an estate planning lawyer. These legal professionals can help individuals create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after they pass away. In Plantation, where the median home value is significantly higher than the national average, estate planning is especially important to protect one's assets and ensure they are passed down to the intended beneficiaries. Additionally, an estate planning lawyer can assist with creating a living will, which is crucial in Florida where end-of-life decisions can be complicated due to legal requirements. With the help of an estate planning lawyer, residents of Plantation can have peace of mind knowing their assets and end-of-life wishes are secure.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Plantation, FL can be extensive and complex. With the city's growing population of retirees, a retirement planner in Plantation can provide tailored financial advice to meet the unique needs of each client. They can help individuals navigate the intricacies of Social Security, Medicare, and other retirement benefits. Additionally, they can assist in creating a comprehensive investment portfolio that aligns with their client's goals and risk tolerance. Furthermore, they can provide guidance on estate planning, tax strategies, and long-term care options. With the cost of living in Plantation being higher than the national average, a retirement planner can help clients prepare for the potential financial challenges of retirement in this area. Overall, a retirement planner in Plantation, FL can offer invaluable expertise and support to help individuals achieve a comfortable and secure retirement.

Plantation, FL is the ultimate destination for anyone seeking professional retirement planning services. The city boasts of a thriving financial sector, with a plethora of financial advisors and planners who are well-versed in the intricacies of retirement planning. One unique aspect of Plantation, FL is its diverse population, which has resulted in a rich cultural tapestry. This diversity has created an environment where retirement planners can cater to the specific needs of each client, irrespective of their cultural background. Moreover, the city's strategic location and excellent transportation infrastructure make it easily accessible to retirees from neighboring cities and states. With its warm climate, beautiful beaches, and a wide range of recreational activities, Plantation, FL is the perfect place to retire. Therefore, it is no surprise that Plantation, FL is the best place to get a retirement planner.