Retirement Planning in Silverdale, PA

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List of Firms

Top Retirement Planners in Silverdale, PA

Lincoln Investment Planning, LLC.
4 out of 5
Location 601 W Office Center Dr #300, Fort Washington, PA 19034, USA
Phone (215) 887-8111
Language http://www.lincolninvestment.com/
Directions
Dudycha Retirement Group
Location 661 W Germantown Pike #2, Plymouth Meeting, PA 19462, USA
Phone (610) 941-0055
Language http://www.drg-inc.com/
Directions
IVC Wealth Advisors
SEC File# 801-114980
CRD# 301127
Location 163 East Main St,, Box 539, Silverdale, PA 18962, USA
Phone (215) 392-6631
Language http://www.ivcwealth.com/
Directions
Kemp Harvest Financial Group
4 out of 5
Location 331 Ruth Rd, Harleysville, PA 19438, USA
Phone (215) 513-4330
Language http://www.kempharvest.com/
Directions
Retirement Planning in Silverdale, PA

About Silverdale, PA for Those Planning to Retire

Silverdale, PA is a vibrant and bustling town located in the heart of Bucks County. Its picturesque landscape is dotted with historic landmarks, charming neighborhoods, and bustling business districts. The town is home to a number of top employers, including the renowned Silverdale Borough School District, which is known for its exceptional educational programs and dedicated faculty. Other major employers in the area include the Silverdale YMCA, the Silverdale Fire Department, and the Silverdale Police Department. The town is easily accessible via a number of major highways and streets, including Route 113, Route 313, and Route 563. These thoroughfares connect Silverdale to neighboring towns and cities, making it an ideal location for commuters and travelers. In terms of neighborhoods, Silverdale boasts a diverse and eclectic mix of communities, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Silverdale, PA can benefit from a bank in several ways. For instance, a bank can provide financial assistance to small businesses in the area, which can help to boost the local economy. Additionally, a bank can offer various types of loans, such as mortgages and personal loans, to help residents achieve their financial goals. Furthermore, a bank can provide financial education and resources to help residents manage their money effectively. In Silverdale, PA, where the median household income is lower than the state average, a bank can play a crucial role in providing financial stability and support to the community. With its diverse range of financial products and services, a bank can help residents of Silverdale, PA to achieve their financial aspirations and improve their overall quality of life.

Insurance Broker

Residents of Silverdale, PA can greatly benefit from the services of an insurance broker. Specifically, due to the town's location in a flood-prone area, an insurance broker can help residents secure flood insurance coverage. With the increasing frequency of extreme weather events, it is essential for Silverdale residents to have adequate protection against flood damage. An insurance broker can also assist residents in finding affordable health insurance plans, navigating the complexities of Medicare, and securing coverage for their homes and vehicles. By working with an insurance broker, residents of Silverdale can ensure that they have the necessary coverage to protect themselves and their assets in the event of unexpected events.

Wealth Management

Residents of Silverdale, PA could benefit greatly from the services of a wealth manager. With a population of just over 1,000 people, many individuals in this small town may not have the financial knowledge or resources to effectively manage their wealth. A wealth manager can provide personalized financial planning and investment advice to help residents meet their financial goals, whether it be saving for retirement or funding their children's education. Additionally, Silverdale is located in Bucks County, which has a higher median household income than the national average. This means that residents may have more complex financial situations, such as multiple income streams or investments, that require the expertise of a wealth manager to navigate. By working with a wealth manager, residents of Silverdale can feel confident in their financial future and make informed decisions about their money.

Financial Advisor

Residents of Silverdale, PA could benefit from a financial advisor in numerous ways. One particular aspect that a financial advisor could assist with is navigating the unique economic landscape of Silverdale. With a median household income of $70,000 and a relatively low cost of living, residents may have more disposable income to invest or save. However, with the recent influx of new businesses and development in the area, the real estate market may be experiencing fluctuations that could impact long-term financial planning. Additionally, with the proximity to major cities like Philadelphia and New York, residents may have access to higher-paying job opportunities, but also face higher taxes and expenses. A financial advisor could help residents optimize their financial strategies to account for these factors and ensure their financial stability.

Mortgage Loan Officer

Residents of Silverdale, PA would greatly benefit from the expertise of a mortgage loan officer. With its picturesque location in Bucks County, Silverdale is a popular destination for families and retirees alike. However, the high cost of living in the area can be a challenge for many residents. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring they secure the best possible rates and terms. They can also provide guidance on the various types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help residents determine which option is best suited to their individual needs. Additionally, a mortgage loan officer can assist residents in understanding the unique challenges of the Silverdale housing market, such as the limited inventory of affordable homes and the competitive bidding process. Overall, the expertise of a mortgage loan officer can be invaluable to residents of Silverdale, PA looking to achieve their dream of homeownership.

Tax Services

Residents of Silverdale, PA could greatly benefit from the expertise of a tax advisor in navigating the complex tax laws and regulations that affect their financial wellbeing. Specifically, the tax advisor could assist in identifying tax deductions and credits that are unique to the area, such as the Keystone Opportunity Zone (KOZ) program, which offers tax incentives to businesses that locate within designated areas of the state, including nearby Bucks County. The tax advisor could also provide guidance on the tax implications of property ownership in Silverdale, which has a mix of residential and commercial properties, and advise on strategies for minimizing tax liabilities while maximizing investment returns. Additionally, as Silverdale is located in close proximity to major cities like Philadelphia and New York, the tax advisor could help residents navigate the complex tax laws that apply to cross-border income and investments. Overall, a tax advisor could provide invaluable assistance to residents of Silverdale in optimizing their tax situation and achieving their financial goals.

Estate Planning Lawyer

Residents of Silverdale, PA would greatly benefit from the services of an estate planning lawyer, especially given the town's rapidly changing demographics. With a population that has grown by over 20% in the past decade, many families are facing new challenges when it comes to planning for the future. An estate planning lawyer can help Silverdale residents navigate complex legal issues such as probate, trusts, and wills, ensuring that their assets are distributed according to their wishes. Additionally, with the town's proximity to major metropolitan areas like Philadelphia and New York, many residents have significant assets that require careful planning to minimize tax liabilities and protect against potential legal challenges. An estate planning lawyer can provide invaluable guidance in these areas, helping Silverdale residents achieve peace of mind and security for themselves and their loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Silverdale, PA can be highly beneficial for those looking to secure their financial future. With a plethora of options available, a retirement planner can help individuals create a personalized plan that takes into account their unique financial situation, goals, and needs. From investment strategies to estate planning, a retirement planner can provide comprehensive guidance and support throughout the retirement planning process. What sets Silverdale, PA apart is its rich history and charming small-town feel. A retirement planner in Silverdale, PA can help clients navigate the local community and take advantage of unique opportunities, such as investing in local businesses or participating in community events. With their expertise and local knowledge, a retirement planner in Silverdale, PA can help individuals achieve financial security and enjoy a fulfilling retirement.

Silverdale, PA is the perfect place to get a retirement planner due to its abundance of experienced and knowledgeable financial advisors. With its proximity to major cities such as Philadelphia and New York, Silverdale attracts top-notch professionals who have honed their skills and expertise over the years. These advisors are well-versed in the latest financial trends and can provide comprehensive retirement planning services that are tailored to each individual's unique needs. Furthermore, Silverdale's community-oriented culture ensures that these advisors are not only highly skilled but also genuinely care about their clients' financial well-being. This level of care and attention to detail is what sets Silverdale apart from other retirement planning destinations, making it the ideal place for anyone looking to secure their financial future.