Retirement Planning in Salem, OR

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Top Retirement Planners in Salem, OR

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Financial Freedom Wealth Management Group, LLC
5 out of 5
Location 2288 Liberty St NE, Salem, OR 97301, USA
Phone (971) 599-5142
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Haven Financial Group
Location 4985 Battle Creek Rd SE #120, Salem, OR 97302, USA
Phone (503) 585-0009
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Financial Planning Association of Or
4 out of 5
Location 3340 Commercial St SE # 210, Salem, OR 97302, USA
Phone (503) 286-8350
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Jarvill Wealth Management
5 out of 5
Location 1495 24th St NE, Salem, OR 97301, USA
Phone (503) 884-7311
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Aldrich Retirement Solutions
Location 680 Hawthorne Ave SE #140, Salem, OR 97301, USA
Phone (503) 585-7774
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DuPont Financial Group
5 out of 5
Location 530 Center St NE Suite 200, Salem, OR 97301, USA
Phone (503) 428-1860
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William Anderson - Financial Advisor, Ameriprise Financial Services, LLC
Location 388 State St Ste 850, Salem, OR 97301, USA
Phone (503) 485-5204
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Summit Wealth Management, LLC
5 out of 5
Location 1500 Liberty St SE Suite 250, Salem, OR 97302, USA
Phone (503) 798-4343
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Safe Harbor Financial Planning
Location 935 Sunmist Ct SE, Salem, OR 97306, USA
Phone (503) 364-2647
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Willamette Financial Group LLC
Location 3550 Liberty Rd S #230, Salem, OR 97302, USA
Phone (503) 566-7266
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Sara K Wallace - Morgan Stanley
Location 4285 Commercial St SE Ste 200, Salem, OR 97302, USA
Phone (503) 588-5718
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Finance Strategists
Location 565 Union St NE, Salem, OR 97301, USA
Phone (503) 868-9083
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Retirement Planning in Salem, OR

About Salem, OR for Those Planning to Retire

Salem, the capital city of Oregon, is a bustling metropolis that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Oregon State Capitol Building to the historic Bush House Museum, Salem is rich in culture and history. The city is home to several popular parks, including Minto-Brown Island Park and Riverfront Park, which offer stunning views of the Willamette River. Salem is also a hub for major employers, including the State of Oregon, Salem Health, and Salem-Keizer Public Schools. The city's economy is diverse, with industries ranging from healthcare and education to agriculture and manufacturing. Major highways and streets, such as I-5 and Commercial Street, connect Salem to other cities and towns in the region. The city's public transportation system, Cherriots, provides reliable bus service throughout the area.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Salem, OR would greatly benefit from the services provided by a bank. For instance, a bank could offer locals a wide range of financial products, including checking and savings accounts, credit cards, loans, and mortgages. Additionally, banks could provide residents with access to online and mobile banking, allowing them to easily manage their finances from anywhere. Furthermore, banks could help Salem residents plan for their future by offering investment and retirement planning services. Moreover, given that Salem is home to a large number of small businesses, banks could provide entrepreneurs with the financial support they need to start and grow their businesses. In particular, banks could offer business loans, lines of credit, and merchant services to help these businesses thrive. Overall, a bank's services could be instrumental in helping Salem residents achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Salem, OR can benefit from an insurance broker in numerous ways. An insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring that they have the right coverage for their unique needs. In Salem, where natural disasters such as wildfires and floods can strike at any time, an insurance broker can help residents obtain comprehensive coverage that protects their homes and possessions. Additionally, an insurance broker can help residents find affordable health insurance, which is especially important in a state like Oregon, where healthcare costs are among the highest in the nation. With an insurance broker's assistance, residents can rest assured that they have the coverage they need to protect themselves and their families from unexpected events.

Wealth Management

Residents of Salem, OR could benefit from the services of a wealth manager in numerous ways. For instance, a wealth manager could help residents of Salem, OR plan for their retirement by creating a customized investment portfolio that aligns with their financial goals and risk tolerance. Additionally, a wealth manager could assist residents of Salem, OR in creating an estate plan that ensures their assets are distributed according to their wishes and in a tax-efficient manner. Furthermore, Salem, OR is known for its robust agricultural industry, and a wealth manager could help farmers and ranchers in the area navigate the complexities of estate planning and business succession planning. Overall, a wealth manager could provide invaluable guidance and support to residents of Salem, OR as they work to achieve their financial objectives and secure their financial futures.

Financial Advisor

Residents of Salem, OR can benefit from the services of a financial advisor in several ways. Firstly, a financial advisor can help them create a budget that suits their lifestyle and income, taking into account the cost of living in Salem, which is slightly higher than the national average. Secondly, the advisor can help them invest their money in a way that aligns with their long-term financial goals, whether that be saving for a down payment on a house or planning for retirement. Additionally, Salem residents can benefit from a financial advisor's expertise in navigating the local tax laws and regulations, which can be complex and confusing. Finally, a financial advisor can provide guidance on estate planning, which is particularly important for Salem residents given that the city has a higher-than-average population of retirees and seniors. Overall, a financial advisor can help Salem residents achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Salem, OR can benefit from the expertise of a mortgage loan officer in a number of ways. Firstly, the loan officer can help them navigate the complex process of obtaining a mortgage, which can be especially challenging in a city with a diverse range of housing options. Additionally, the loan officer can help residents find the best possible interest rates and loan terms, which can save them thousands of dollars over the life of the loan. One specific aspect of Salem, OR that a mortgage loan officer can assist with is the city's unique zoning laws, which can impact the type of properties that are eligible for financing. By working with a knowledgeable loan officer, residents can make informed decisions about their housing options and secure the financing they need to achieve their dreams of homeownership.

Tax Services

Residents of Salem, OR can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can assist in navigating the complex tax laws and regulations specific to Oregon and Salem. For instance, Oregon is one of the few states that levies a tax on groceries, and a tax advisor can help residents understand the nuances of this tax and how it affects their overall tax liability. Additionally, a tax advisor can help residents maximize their deductions and credits, such as the Oregon Earned Income Tax Credit, which is a refundable credit specifically for low-income working families in Oregon. Furthermore, a tax advisor can help residents plan for their future tax obligations, such as estimating their tax liability for the upcoming year and strategizing ways to minimize their tax burden. Overall, a tax advisor can provide invaluable assistance to Salem residents in navigating the complex and ever-changing world of tax law.

Estate Planning Lawyer

Residents of Salem, OR can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This is especially important in Salem, OR where the population is aging and there is a significant need for long-term care planning. An estate planning lawyer can help residents navigate the complex legal and financial issues associated with long-term care, including Medicaid planning and asset protection. Additionally, an estate planning lawyer can assist with the distribution of assets after death, ensuring that loved ones are taken care of and that the wishes of the deceased are carried out. With the help of an estate planning lawyer, residents of Salem, OR can have peace of mind knowing that their affairs are in order and that their loved ones will be taken care of in the event of their passing.

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