Retirement Planning in Venice, FL

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Top Retirement Planners in Venice, FL

FourThought Private Wealth
SEC File# 801-117666
CRD# 306017
5 out of 5
Location 310 W Venice Ave #201, Venice, FL 34285, USA
Phone (941) 408-8557
Time 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
Concierge For Retire Planning
1 out of 5
Location 304 W Venice Ave, Venice, FL 34285, USA
Phone (941) 488-0404
Merrill Lynch Wealth Management Advisor Owen A Thiessen
Location 871 Venetia Bay Blvd Suite 100, Venice, FL 34285, USA
Phone (941) 486-3929
Retirement Planning in Venice, FL

About Venice, FL for Those Planning to Retire

Venice, FL is a charming coastal city located in Sarasota County, Florida. It is known for its beautiful beaches, historic downtown area, and vibrant arts and culture scene. Some of the popular landmarks in Venice include the Venice Pier, the Venice Theatre, and the historic Venice Train Depot. The city is home to several major employers, including PGT Innovations, Tervis, and Sarasota Memorial Hospital. These companies provide job opportunities for residents and contribute to the local economy. Venice is conveniently located near several major highways, including I-75 and US-41. These highways provide easy access to nearby cities and attractions, such as Sarasota and Siesta Key Beach. The city is divided into several neighborhoods, each with its own unique charm and character. Some of the popular neighborhoods in Venice include Venice Island, South Venice, and Jacaranda West. These neighborhoods offer a range of housing options, from cozy cottages to luxurious waterfront estates.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Venice, FL can benefit from a bank in numerous ways. For instance, banks can provide financial assistance to individuals who are looking to purchase homes in Venice, FL's coastal community. Additionally, banks can offer small business loans to local entrepreneurs seeking to establish or expand their businesses. Furthermore, banks can provide financial advice to individuals and businesses, including investment strategies and retirement planning. With the city's growing population and increasing demand for financial services, banks in Venice, FL have a unique opportunity to provide tailored services that cater to the needs of the community. By offering a range of financial products and services, banks can help Venice, FL residents achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Venice, FL can benefit greatly from the expertise of an insurance broker. With the city's high risk of flooding due to its location on the Gulf of Mexico, an insurance broker can help residents navigate the complexities of flood insurance and ensure they have adequate coverage. Additionally, the retirement community in Venice means that many residents may need assistance with Medicare supplement plans and long-term care insurance. An insurance broker can provide guidance on these options and help residents find the best plans for their needs. Furthermore, with the city's popularity as a tourist destination, homeowners may benefit from vacation rental insurance to protect their property while renting it out. Overall, an insurance broker can provide invaluable assistance to Venice residents in navigating the often-confusing world of insurance and ensuring they have the coverage they need to protect themselves and their assets.

Wealth Management

Residents of Venice, FL would greatly benefit from the services of a wealth manager. With its picturesque beaches and laid-back lifestyle, Venice is a popular destination for retirees and snowbirds alike. A wealth manager can help these residents navigate the complexities of retirement planning, including managing their investments, creating a sustainable income stream, and planning for long-term care. Additionally, many Venice residents own vacation homes or investment properties in the area, which can add another layer of complexity to their financial picture. A skilled wealth manager can provide guidance on managing these assets, including tax-efficient strategies for passing them on to future generations. Overall, a wealth manager can help Venice residents achieve their financial goals and enjoy the idyllic Florida lifestyle without worrying about money.

Financial Advisor

Residents of Venice, FL could greatly benefit from the expertise of a financial advisor. With a population of over 22,000, Venice is a city that is growing rapidly and has a diverse range of financial needs. A financial advisor could assist with everything from retirement planning to investment strategies, helping residents to make the most of their money and achieve their financial goals. Additionally, given that Venice is a popular retirement destination, a financial advisor could provide guidance on estate planning and managing healthcare costs in retirement. With the city's proximity to the Gulf of Mexico, a financial advisor could also offer specialized advice on flood insurance and other coastal-related financial matters. In short, a financial advisor could be an invaluable resource for the residents of Venice, FL, helping them to navigate the complexities of the financial world and achieve financial security.

Mortgage Loan Officer

Residents of Venice, FL can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, including helping first-time homebuyers navigate the complex process of securing a mortgage. In a city where the median home value is $270,000, many residents may need assistance finding the right loan product to fit their budget and goals. Additionally, a mortgage loan officer can help homeowners refinance their existing mortgages to take advantage of lower interest rates or to access equity in their homes. With Venice's proximity to the beach and numerous retirement communities, many residents may be looking to downsize or purchase a second home, and a mortgage loan officer can provide guidance on these types of transactions as well. Overall, the expertise of a mortgage loan officer can be invaluable to those looking to make important financial decisions in Venice, FL.

Tax Services

Residents of Venice, FL would benefit greatly from the expertise of a tax advisor. With a population of over 22,000 people, Venice is a bustling community that relies heavily on small businesses and tourism. A tax advisor can assist residents in navigating the complexities of tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, with Venice's proximity to the Gulf of Mexico, many residents may have income from fishing or other maritime activities that require specialized tax knowledge. A tax advisor can also provide guidance on estate planning and retirement savings, helping residents to prepare for their future and secure their financial stability. In a community as diverse and dynamic as Venice, the services of a tax advisor are invaluable for ensuring financial success and peace of mind.

Estate Planning Lawyer

Residents of Venice, FL can benefit greatly from the services of an estate planning lawyer. With its large population of retirees, many residents of Venice, FL are concerned about planning for their future. An estate planning lawyer can help these individuals create a comprehensive plan for their assets, ensuring that their wishes are carried out after they pass away. This can include drafting a will, establishing trusts, and creating powers of attorney. Additionally, an estate planning lawyer can help Venice, FL residents navigate the complex laws and regulations surrounding probate and estate taxes. With their expertise and knowledge, an estate planning lawyer can provide peace of mind to residents of Venice, FL, knowing that their affairs are in order and their loved ones will be taken care of.


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