What are some popular services for retirement planning?

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.

What are people saying about retirement planning services in Plantation, FL?

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.

What does a retirement planner do?

A retirement planner in Plantation, FL is tasked with helping clients prepare for their golden years by creating a comprehensive financial plan that aligns with their goals and objectives. This involves analyzing income sources, expenses, and assets to determine the best investment strategies and retirement income options. In Plantation, FL, retirement planners must also take into account the unique tax laws and regulations that apply to the state, as well as the local economy and housing market. They must be adept at navigating the complexities of retirement planning, including social security benefits, long-term care insurance, and estate planning. With their expertise and knowledge of the local landscape, retirement planners in Plantation, FL help clients achieve financial security and peace of mind as they enter their retirement years.

When should you get a retirement planner?

Residents of Plantation, FL should consider reaching out to a retirement planner when they are approaching retirement age or are already retired. With its warm climate and abundance of amenities, Plantation is a popular destination for retirees, but navigating the complexities of retirement planning can be overwhelming. A retirement planner can help residents develop a comprehensive plan that takes into account factors such as Social Security benefits, healthcare costs, and investment strategies. Additionally, with the recent changes to tax laws and the volatile nature of the stock market, it is more important than ever to have a solid retirement plan in place. By working with a retirement planner, Plantation residents can feel confident that they are making informed decisions about their financial future.

How do I choose the right retirement planner?

A retirement planner in Plantation, FL must possess several essential qualities to ensure that their clients can enjoy a comfortable and financially secure retirement. Firstly, they must have a comprehensive understanding of the local economy and the unique challenges that retirees in Plantation, FL may face. The city's economy is primarily driven by healthcare, education, and retail, which means that a retirement planner must be well-versed in these industries to provide sound financial advice. Additionally, the planner must have excellent analytical skills to assess their clients' financial situations and create personalized retirement plans that suit their needs. They must also possess exceptional communication skills to explain complex financial concepts and strategies to their clients in a clear and concise manner. Furthermore, a retirement planner in Plantation, FL must stay up-to-date with the latest financial regulations and market trends to provide the most relevant advice. Finally, they must be trustworthy and have a strong ethical code to ensure that their clients' best interests are always at the forefront of their decision-making.

What are the best retirement plan providers in Plantation, FL?

Plantation, FL is home to a plethora of retirement plan providers, including some of the most renowned names in the industry. These providers offer a range of retirement plans, from traditional 401(k)s to Roth IRAs and everything in between. One of the top providers in the area is Fidelity Investments, which has a strong presence in Plantation, FL and is known for its innovative retirement planning tools and resources. Another top provider is Vanguard, which offers low-cost investment options and a wide range of retirement plans to choose from. Charles Schwab is also a popular choice in Plantation, FL, with its comprehensive retirement planning services and personalized investment advice. Regardless of which provider you choose, you can be sure that you'll find a retirement plan that meets your unique needs and goals in Plantation, FL.

How do retirement planners get paid?

Retirement planners in Plantation, FL are compensated in a variety of ways. Some may charge a flat fee for their services, while others may receive a commission based on the financial products they recommend to clients. Additionally, some planners may receive a percentage of the assets they manage for their clients. One specific aspect of Plantation, FL that retirement planners must consider when determining their compensation is the area's high cost of living. With a median home price of over $400,000 and a relatively high cost of goods and services, retirement planners must ensure they are appropriately compensated for their expertise and services in order to maintain their own financial stability in this affluent community.

Find the Best Retirement Planning Services in Plantation, FL

Get Help with Planning for Retirement

List of Firms

Top Retirement Planners in Plantation, FL

LPL Financial

SEC File# 801-10970

CRD# 6413

1821 NW 108th Ave, Plantation, FL 33322, USA

(954) 382-8840

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

Directions

Caratel Financial Services, Inc.

4 out of 5

1856 N Nob Hill Rd Box 265, Plantation, FL 33322, USA

(954) 918-3537

https://www.caratel.com/

Directions

Coastal Wealth - Plantation

5 out of 5

1200 S Pine Island Rd #350, Plantation, FL 33324, USA

(954) 331-5100

https://www.mycoastalwealth.com/

Directions

Merrill Lynch Wealth Management Advisor Alfredo Aguirre

600 N Pine Island Rd Suite 300, 3rd Floor, Plantation, FL 33324, USA

(954) 916-2834

https://fa.ml.com/florida/plantation/alfredo_aguirre

Directions

Sterling Wealth Advisors®, Inc.

8201 Peters Rd #1000, Plantation, FL 33324, USA

(954) 771-1313

http://www.sterlingwealthadvisors.com/

Directions

C Reginald Esiobu - Financial Advisor, Ameriprise Financial Services, LLC

950 S Pine Island Rd Ste A-150, Plantation, FL 33324, USA

(954) 727-8363

https://www.ameripriseadvisors.com/chikezie.r.esiobu/?cid=IP_local_google

Directions

Carlton Francis - Financial Advisor, Ameriprise Financial Services, LLC

8201 Peters Rd Ste 1000, Plantation, FL 33324, USA

(954) 834-3535

https://www.ameripriseadvisors.com/carlton.m.francis/?cid=IP_local_google

Directions

LifeCraft Financial Group

5 out of 5

8151 Peters Rd #1700, Plantation, FL 33324, USA

(954) 660-5870

https://m.facebook.com/LifeCraftfinancial

Directions

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.

Nearby Locations

Alachua County, FL Altamonte Springs, FL Aventura, FL Bay County, FL Bay Harbor Islands, FL Belleair Bluffs, FL Boca Raton, FL Bonita Springs, FL

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.

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