Retirement Planning in Saline, MI

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Top Retirement Planners in Saline, MI

StoryPoint Saline
5 out of 5
Location 6230 S State Rd, Saline, MI 48176, USA
Phone (734) 944-6600
Directions
Nelson, Kellmann & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 2800 S State St Ste 205, Ann Arbor, MI 48104, USA
Phone (734) 477-5230
Directions
Costello Financial Planning
SEC File# 801-122006
CRD# 175295
5 out of 5
Location 103 E Liberty St #202A, Ann Arbor, MI 48104, USA
Phone (734) 619-0543
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Brandon Moore - TIAA Financial Consultant
Location 777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, USA
Phone (866) 842-2949
Directions
Mapers
Location 525 E Michigan Ave # 409, Saline, MI 48176, USA
Phone (734) 944-1144
Directions
Stephanie Reynolds - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 2800 S State St Ste 205, Ann Arbor, MI 48104, USA
Phone (734) 477-5230
Directions
Retirement Planning in Saline, MI

About Saline, MI for Those Planning to Retire

Saline, MI is a vibrant city with a rich history and a variety of landmarks that make it a unique and exciting place to live. From the historic downtown area to the sprawling parks and recreational areas, there is always something to explore and enjoy in this charming community. One of the most notable landmarks in Saline is the Saline Railroad Depot, which was built in 1870 and served as a hub for transportation and commerce in the area for many years. Today, it is a popular destination for visitors and locals alike, offering a glimpse into the city's past and its ongoing commitment to preserving its heritage. Saline is also home to a number of top employers, including Faurecia, Toyota, and Michigan Medicine. These companies provide a range of job opportunities for residents and contribute to the city's strong economy and overall growth.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Saline, MI could benefit from a bank in various ways. One specific example is through the provision of small business loans to local entrepreneurs. Saline is a small town with a population of just over 9,000 people, and it is home to many small businesses that contribute to the local economy. However, these businesses often struggle to secure funding to grow and expand. A bank could provide loans with reasonable interest rates to help these businesses thrive. Additionally, the bank could offer financial education programs to help residents manage their money and plan for the future. With the help of a bank, residents of Saline could have access to the resources they need to achieve their financial goals and contribute to the growth of their community.

Insurance Broker

Residents of Saline, MI could greatly benefit from the assistance of an insurance broker. With the city's growing population and diverse demographics, there are numerous insurance options available to residents, but navigating these options can be overwhelming and confusing. An insurance broker can help residents find the best coverage for their needs and budget, whether it be for health, auto, or home insurance. Additionally, with Saline's close proximity to major highways and busy roads, residents may want to consider comprehensive auto insurance coverage that includes protection against accidents and damage from deer collisions, which are common in the area. An insurance broker can help residents understand the nuances of these policies and find the best coverage to protect their assets and financial well-being.

Wealth Management

Residents of Saline, MI could greatly benefit from the expertise of a wealth manager in several ways. One specific example is the high number of retirees in the area who may need assistance with managing their retirement funds. A wealth manager can help these individuals create a comprehensive financial plan that takes into account their retirement goals, income sources, and potential expenses. They can also provide guidance on investment strategies that align with their risk tolerance and long-term objectives. Additionally, with the recent growth in the local tech industry, many residents may have stock options or other equity-based compensation that require specialized knowledge to manage effectively. A wealth manager can help these individuals navigate the complexities of these assets and optimize their financial outcomes. Overall, a skilled wealth manager can provide invaluable support to residents of Saline, MI in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Saline, MI can benefit from the expertise of a financial advisor in many ways. With Saline being a small town in Michigan, many individuals may not have access to the same financial resources as those in larger cities. A financial advisor can help residents create a personalized budget plan that takes into account their unique financial situation. Additionally, they can provide guidance on investments, such as 401(k) plans and IRAs, to help residents maximize their savings and prepare for retirement. Furthermore, a financial advisor can assist with estate planning, ensuring that residents have a plan in place for their assets and loved ones in the event of their passing. With the complexities of the financial world, a financial advisor can help Saline residents navigate the intricacies of financial planning and achieve their financial goals.

Mortgage Loan Officer

Residents of Saline, MI can benefit from the services of a mortgage loan officer in a multitude of ways. These professionals can assist in securing financing for a new home purchase, refinancing an existing mortgage, or accessing equity in a property. In Saline, MI, where the median home value is higher than the national average, a mortgage loan officer can provide valuable insights into the local housing market and help residents navigate the complexities of securing a mortgage. They can also help residents understand the various loan options available to them, such as conventional, FHA, and VA loans, and provide guidance on selecting the best option for their unique financial situation. Additionally, they can assist with the pre-approval process, which can give residents a competitive advantage in a tight housing market. Overall, a mortgage loan officer can be an invaluable resource for residents of Saline, MI looking to achieve their homeownership goals.

Tax Services

Residents of Saline, MI could greatly benefit from the expertise of a tax advisor. With its thriving economy, Saline is home to many small businesses and entrepreneurs who may require assistance with tax planning, compliance, and optimization. Additionally, the city's population is diverse, with a mix of young families, retirees, and professionals, each with unique tax needs and challenges. A skilled tax advisor can help residents navigate complex tax laws and regulations, minimize tax liabilities, and maximize deductions and credits. Furthermore, Saline is located in Washtenaw County, which has some of the highest property taxes in the state. A tax advisor can provide valuable guidance on property tax assessments and appeals, ensuring that residents are not overpaying on their property taxes. Overall, a tax advisor can be an invaluable resource for Saline residents, helping them make informed financial decisions and achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Saline, MI can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important in Saline, MI, where the median home value is $306,200, much higher than the national average. An estate planning lawyer can help residents create a plan that protects their valuable assets, including their homes, investments, and businesses, from unnecessary taxes and legal disputes. Additionally, an estate planning lawyer can help residents establish trusts, designate guardians for their children, and create medical directives that ensure their wishes are respected in the event of incapacity. With the help of an estate planning lawyer, residents of Saline, MI can achieve peace of mind knowing that their assets and loved ones are protected.

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