Retirement Planning in Porter County, IN

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List of Firms

Top Retirement Planners in Porter County, IN

Pines Village Retirement Communities, Inc.
5 out of 5
Location 3303 Pines Village Cir, Valparaiso, IN 46383, USA
Phone (219) 465-1591
Language http://www.pinesvillage.org/
Directions
Paul Kuzemka - Financial Advisor, Ameriprise Financial Services, LLC
Location 150 W Lincolnway Ste 102, Valparaiso, IN 46383, USA
Phone (219) 707-8235
Language https://www.ameripriseadvisors.com/Paul.Kuzemka/?cid=IP_local_google
Directions
Edward Jones - Financial Advisor: Brock Lloyd, CRPC™
5 out of 5
Location 850 Marsh St Suite B, Valparaiso, IN 46385, USA
Phone (219) 465-6390
Language https://www.edwardjones.com/us-en/financial-advisor/brock-lloyd?y_source=1_MTY0NDE4MS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
Airey Financial Group
5 out of 5
Location 200 W 84th Dr Suite B, Merrillville, IN 46410, USA
Phone (219) 650-4050
Language https://www.aireyfinancialplanning.com/
Directions
Murphy Wealth Management
SEC File# 801-113887
CRD# 298004
5 out of 5
Location 332 W US Hwy 30 Suite B, Valparaiso, IN 46385, USA
Phone (219) 510-5069
Language https://www.mwmfinancial.tax/
Directions
Elijah Lares - Raymond James
Location 1351 Silhavy Rd Ste 300, Valparaiso, IN 46383, USA
Phone (219) 531-6900
Language https://www.raymondjames.com/lares
Directions
Bison Financial Group
Location Lafayette St, Valparaiso, IN 46383, USA
Phone (765) 742-8300
Language https://www.ameripriseadvisors.com/team/bison-financial-group/
Directions
James D Krause Financial Planning
Location 554 Vale Park Rd, Valparaiso, IN 46385, USA
Phone (219) 477-6865
Directions
Fifth Third Private Bank - Michael Donovan
Location 57 Michigan Ave Suite, Valparaiso, IN 46383, USA
Phone (219) 660-4602
Language https://privatebankadvisors.53.com/in/valparaiso/57-south-michigan-avenue.html
Directions
Thrivent - Northwest Indiana Group
5 out of 5
Location 57 Franklin St #207, Valparaiso, IN 46383, USA
Phone (219) 462-1411
Language https://connect.thrivent.com/northwest-indiana-group/
Directions
US College Planning
Location 2500 Calumet Ave ste d, Valparaiso, IN 46383, USA
Phone (219) 476-3435
Directions
Northwestern Mutual
Location 534 Windridge Dr, Chesterton, IN 46304, USA
Phone (219) 926-3719
Language https://www.northwesternmutual.com/financial-professional-locator?address=534%20Windridge%20Dr,46304?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Heritage Advisory Group
5 out of 5
Location 1496 Pope Ct Suite 1, Chesterton, IN 46304, USA
Phone (219) 926-4400
Language http://heritagegroup.info/
Directions
Dorvin Christner - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1508 Calumet Ave, Valparaiso, IN 46383, USA
Phone (219) 531-6381
Language http://www.ameripriseadvisors.com/dorvin.j.christner/?cid=IP_local_google
Directions
John E Hill Retirement Services
Location 2710 Toll Willowcreek Rd, Portage, IN 46368, USA
Phone (219) 762-6167
Directions
Jonah Besch - Thrivent
5 out of 5
Location 57 Franklin St Suite 207, Valparaiso, IN 46383, USA
Phone (219) 462-1411
Language https://connect.thrivent.com/jonah-besch?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzU3NzQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Compass Financial Advisors
SEC File# 801-56002
CRD# 109131
Location 2803 Boilermaker Ct, Valparaiso, IN 46383, USA
Phone (219) 476-7100
Language http://www.compassadvisor.com/
Directions
Thomas A. Dranger - Ameriprise Financial Services, Inc.
Location 1496 Pope Ct #3, Chesterton, IN 46304, USA
Phone (219) 226-0800
Language http://www.ameripriseadvisors.com/thomas.2.dranger/profile/?cid=IP_local_Google
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 3147 Willowcreek Rd, Portage, IN 46368, USA
Phone (219) 762-7322
Language http://www.edwardjones.com/
Directions
Platinum Financial Group Stowers & Associates
5 out of 5
Location 954 Eastport Center Dr Suite D, Valparaiso, IN 46383, USA
Phone (219) 462-6381
Language http://platinumfinancialgroupin.com/
Directions
Retirement Planning in Porter County, IN

About Porter County, IN for Those Planning to Retire

Porter County, IN is a vibrant and diverse community located in the heart of the Midwest. The county is home to a wide range of landmarks, including the Indiana Dunes National Park, the Porter County Courthouse, and the Memorial Opera House. These iconic sites offer a glimpse into the area's rich history and cultural heritage. In terms of top employers, Porter County boasts a strong and growing economy. Some of the largest employers in the area include ArcelorMittal USA, Porter Regional Hospital, and Valparaiso University. These companies provide a wide range of job opportunities for residents and contribute to the county's overall prosperity. When it comes to transportation, Porter County is well-connected to the rest of the state and beyond. Major highways such as I-94 and the Indiana Toll Road run through the area, making it easy to travel to nearby cities like Chicago and Indianapolis. Additionally, the county is home to several major streets and thoroughfares, including US-30 and IN-49.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Porter County, IN can benefit from a bank in several ways. Firstly, they can access various financial services such as savings accounts, checking accounts, and loans. These services can help them to manage their finances effectively and plan for their future. Additionally, banks in Porter County can provide residents with investment opportunities, which can help them to grow their wealth over time. Furthermore, banks can offer financial education and advice to residents, which can help them to make informed decisions about their money. For example, they can provide information on how to save for retirement, pay off debt, and budget effectively. Overall, banks in Porter County can provide residents with the tools and resources they need to achieve financial stability and security.

Insurance Broker

Residents of Porter County, IN can benefit from the assistance of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and often confusing world of insurance policies, ensuring they select the coverage that best suits their needs. Additionally, an insurance broker can help residents understand the specific insurance requirements and regulations unique to Porter County, IN, such as flood insurance in low-lying areas or liability insurance for local businesses. Furthermore, an insurance broker can provide residents with personalized advice and support throughout the claims process, helping them to receive fair and timely compensation for any damages or losses they may experience. Overall, an insurance broker can be a valuable resource for residents of Porter County, IN, providing them with the knowledge and guidance needed to make informed decisions about their insurance coverage.

Wealth Management

Residents of Porter County, IN, could greatly benefit from the services of a wealth manager in several ways. One of the most common ways is by providing guidance on investment strategies that align with their long-term financial goals. With a population of over 170,000, Porter County is home to a diverse group of individuals, including those who work in the steel and manufacturing industries. A wealth manager could help these individuals navigate the ups and downs of the market and create a portfolio that is tailored to their unique needs. Additionally, a wealth manager could assist with estate planning, tax management, and retirement planning, all of which are essential components of a comprehensive financial plan. With the expertise of a wealth manager, residents of Porter County can feel confident that their financial future is in good hands.

Financial Advisor

Residents of Porter County, IN can benefit from the services of a financial advisor in various ways. With a population of over 170,000 people, Porter County is home to a diverse community with unique financial needs. A financial advisor can help residents with retirement planning, investment strategies, and debt management. In particular, the county's proximity to Chicago makes it a popular destination for commuters, who may require specialized financial advice on tax planning and managing expenses related to commuting. Additionally, the county is home to several large employers, including steel mills and healthcare facilities, which may offer unique benefits and retirement plans that require specialized knowledge to navigate. A financial advisor can also help residents plan for unexpected expenses, such as medical emergencies or natural disasters, which may be more prevalent in the area due to its proximity to Lake Michigan. Overall, a financial advisor can provide valuable guidance and support to residents of Porter County as they navigate the complexities of personal finance and plan for a secure financial future.

Mortgage Loan Officer

Residents of Porter County, IN can benefit from a mortgage loan officer in various ways. Firstly, the officer can help them secure a mortgage loan to purchase a home in the county. Porter County, IN is home to several beautiful neighborhoods and scenic landscapes, making it an attractive place to live. Additionally, the officer can assist residents in refinancing their current mortgages to take advantage of lower interest rates. With the fluctuating economy, it is essential to have an officer who can help residents navigate the complex world of mortgage refinancing. Furthermore, the mortgage loan officer can provide financial advice and guidance to residents who may be struggling with debt. Porter County, IN has a diverse population, and not everyone has the same financial background or knowledge. Therefore, having a mortgage loan officer who can provide personalized advice can make a significant difference in residents' financial stability.

Tax Services

Residents of Porter County, IN can benefit from the expertise of a tax advisor in various ways. One specific area where a tax advisor can be of great help is in navigating the tax laws and regulations unique to the state of Indiana. With a complex tax system that includes property taxes, sales taxes, and income taxes, Indiana residents can easily get overwhelmed and confused. A tax advisor can provide guidance on how to properly file taxes, avoid penalties and fines, and maximize deductions and credits. Additionally, a tax advisor can help residents plan for the future by providing advice on retirement savings, estate planning, and other financial matters. By working with a tax advisor, residents of Porter County can ensure that they are making informed decisions about their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Porter County, IN can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is through the creation of a will, which outlines how a person's assets will be distributed after their death. This is particularly important in Porter County, which has a rapidly growing population and a diverse economy that includes agriculture, manufacturing, and healthcare. An estate planning lawyer can also help residents with other important legal documents, such as trusts, powers of attorney, and healthcare directives. These documents can provide peace of mind and protect individuals and their families in the event of incapacity or death. Additionally, an estate planning lawyer can assist with tax planning and asset protection strategies, which can be especially important for residents of Porter County who have significant wealth or own a business. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Porter County as they plan for the future and protect their assets.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Porter County, IN are geared towards helping individuals prepare for their golden years. A retirement planner in this area can provide a range of services, including investment advice, tax planning, and assistance with estate planning. One specific aspect of retirement planning in Porter County is the importance of considering the area's unique tax laws and regulations. With a high property tax rate and a relatively low income tax rate, retirees in this area may need to plan carefully to ensure that they can afford their desired lifestyle while also minimizing their tax burden. Additionally, a retirement planner in Porter County can help clients navigate the local healthcare system and understand the costs associated with long-term care, which can be significant in this area due to the high cost of living. Overall, working with a retirement planner in Porter County can help individuals achieve their retirement goals and enjoy a comfortable, financially secure future.

Porter County, IN is the prime destination for retirees looking for an exceptional retirement planner. With its thriving economy, vast green spaces, and a diverse population, Porter County offers a plethora of opportunities for retirees to live a fulfilling and comfortable life. One of the most compelling reasons to choose a retirement planner in Porter County is the area's low cost of living, which ensures that retirees can stretch their savings further. Additionally, Porter County is home to a wide range of financial institutions and investment firms that specialize in retirement planning, providing retirees with a vast pool of expertise to choose from. Furthermore, Porter County boasts a robust healthcare system, ensuring that retirees have access to quality medical care and services. Overall, Porter County's unique blend of affordability, expertise, and healthcare make it an ideal location to get a retirement planner.