Retirement Planning in Weston, FL

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List of Firms

Top Retirement Planners in Weston, FL

Women’s Financial Planning Boutique
Location 1825 Main St Suite 14, Weston, FL 33326, USA
Vital Financial Group
4 out of 5
Location 13450 W Sunrise Blvd, Sunrise, FL 33323, USA
Phone (954) 615-1980
Diamond Private Wealth Advisors - Ameriprise Financial Services, LLC
3 out of 5
Location 1290 Weston Rd STE 202, Weston, FL 33326, USA
Phone (954) 384-5401
SEC File# 801-10418
CRD# 705
4 out of 5
Location 2500 Weston Rd, Weston, FL 33331, USA
Phone (954) 385-7600
Kornerstone Wealth Management, Inc.
Location 2645 Executive Park Dr #315, Weston, FL 33331, USA
Phone (954) 217-6236
James Miller - Raymond James
Location 2500 Weston Rd, Fort Lauderdale, FL 33331, USA
Phone (954) 385-7600
Rassler Financial Strategies
Location 138 Dockside Terrace, Weston, FL 33327, USA
Phone (954) 389-6620
My Legacy Group
5 out of 5
Location 2645 Executive Park Dr, Weston, FL 33331, USA
Phone (954) 446-6696
Retirement Planning in Weston, FL

About Weston, FL for Those Planning to Retire

Weston, FL is a thriving city located in Broward County with an abundance of landmarks, top employers, major highways and streets, and neighborhoods. The city boasts of stunning architectural designs such as the Bonaventure Resort and Spa, which is a popular landmark that offers luxurious amenities and services. Additionally, the Weston Town Center is a bustling hub of entertainment, shopping, and dining that caters to both residents and visitors. As for top employers, Weston has a diverse range of businesses that provide employment opportunities to its residents. Companies like Ultimate Software, Cleveland Clinic Florida, and DHL Global Forwarding are some of the top employers in the city, offering a wide range of job opportunities in various industries. Major highways and streets in Weston include Interstate 75, which runs through the city and connects it to other major cities in Florida. Other major roads include Weston Road, Bonaventure Boulevard, and Indian Trace, which provide easy access to various parts of the city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Weston, FL can benefit from a bank in numerous ways. For instance, a bank can help them with their mortgage needs, allowing them to purchase a home in one of the most desirable communities in South Florida. Additionally, banks in Weston, FL can offer financial advice to residents who are looking to invest in the local economy, which is known for its diverse range of industries, including healthcare, technology, and finance. Furthermore, banks can help Weston residents with their day-to-day banking needs, such as opening a checking account or obtaining a loan to start a business. With the growing population and increasing demand for financial services, banks in Weston, FL are playing a crucial role in supporting the community's economic growth and development.

Insurance Broker

Residents of Weston, FL can benefit greatly from the services of an insurance broker. The broker can provide assistance in finding the best insurance policies that fit the unique needs of each resident. With the high cost of healthcare in the area, an insurance broker can help residents find affordable health insurance plans that provide adequate coverage. Additionally, due to the frequent hurricanes and tropical storms that hit the area, an insurance broker can help residents find the right insurance policies to protect their homes and properties. The broker can also provide guidance on the different types of insurance policies available, such as flood insurance, windstorm insurance, and hurricane insurance. With the help of an insurance broker, residents of Weston, FL can have peace of mind knowing that they are adequately protected in the event of an unexpected event.

Wealth Management

Residents of Weston, FL can benefit from the expertise of a wealth manager in a variety of ways. With its affluent community and high standard of living, Weston presents unique financial challenges that require a comprehensive approach to wealth management. A skilled wealth manager can help residents navigate complex tax laws, manage their investments, and plan for retirement. Additionally, they can provide guidance on estate planning, philanthropy, and charitable giving. For example, a wealth manager could advise a Weston resident on how to maximize their charitable donations through a donor-advised fund, which allows them to make tax-deductible contributions to a fund that they can then distribute to their chosen charities over time. Overall, a wealth manager can help residents of Weston achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Weston, FL can benefit from the expertise of a financial advisor in several ways. One of the most common ways is through retirement planning. With a median age of 40.9 years, Weston has a significant population of individuals who are approaching retirement age and need guidance on how to prepare financially. A financial advisor can help them create a retirement plan that takes into account their current financial situation, future goals, and potential risks. Additionally, a financial advisor can assist residents in managing their investments, minimizing taxes, and creating a budget that helps them achieve their financial objectives. The complexity of the financial world can be daunting, but with the help of a skilled advisor, residents of Weston can navigate it with confidence and ease.

Mortgage Loan Officer

Residents of Weston, FL can benefit from the expertise and guidance of a mortgage loan officer in a variety of ways. For example, the loan officer can help potential homebuyers navigate the complex process of securing a mortgage loan and finding the right home that fits their budget and lifestyle. Additionally, the loan officer can assist current homeowners in refinancing their existing mortgage to take advantage of lower interest rates or to access equity in their home. With the high cost of living in Weston, FL, it is essential to have a knowledgeable and experienced mortgage loan officer who can help residents make informed decisions about their financial future. The loan officer can also advise residents on the various loan options available to them, such as FHA loans or VA loans, and help them understand the pros and cons of each. In a city where the median home price is over $500,000, having a trusted mortgage loan officer is crucial to achieving the dream of homeownership.

Tax Services

Residents of Weston, FL could benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor could help is by providing guidance on how to take advantage of Florida's lack of state income tax. This could involve advising on tax-efficient investment strategies or helping residents navigate the complexities of the state's sales tax system. Additionally, Weston is home to a large number of retirees, so a tax advisor could also provide valuable advice on how to minimize taxes on retirement income and Social Security benefits. Furthermore, Weston is known for its affluent population, so a tax advisor could assist with estate planning and minimizing taxes on high-net-worth individuals. With so many unique tax considerations in Weston, it's important for residents to seek the guidance of a knowledgeable tax advisor to ensure they're maximizing their financial potential.

Estate Planning Lawyer

Residents of Weston, FL can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can help residents of Weston, FL draft a will or trust to ensure that their assets are distributed according to their wishes after their death. This is particularly important in Weston, FL, where the median household income is $122,000, and residents may have substantial assets that they want to protect. Secondly, an estate planning lawyer can help residents of Weston, FL minimize the tax implications of their estate, which can be a complex process due to the state's unique tax laws. Lastly, an estate planning lawyer can help residents of Weston, FL plan for incapacity by drafting documents such as powers of attorney and advanced healthcare directives, which can ensure that their wishes are respected even if they are unable to communicate them. Overall, an estate planning lawyer can provide invaluable assistance to residents of Weston, FL in planning for their future and protecting their assets.


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