Retirement Planning in Carefree, AZ

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List of Firms

Top Retirement Planners in Carefree, AZ

Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4815 E Carefree Hwy Suite 103, Cave Creek, AZ 85331, USA
Phone (480) 488-2821
Directions
Levi Johnson
SEC File# 801-68438
CRD# 16204
5 out of 5
Location 37555 N Hum Rd Suite 103, Carefree, AZ 85377, USA
Phone (480) 626-8300
Directions
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 34597 N 60th St STE 108, Scottsdale, AZ 85266, USA
Directions
Edward Jones - Financial Advisor: Joshua B Lewis
Location 34597 N 60th St Suite 108, Scottsdale, AZ 85266, USA
Phone (480) 245-6577
Directions
Hundman Wealth Planning, LLC
SEC File# 801-107414
CRD# 167610
5 out of 5
Location 36600 N Pima Rd # 301, Carefree, AZ 85377, USA
Phone (480) 625-3134
Directions
Casco Financial Group
5 out of 5
Location 2525 W Carefree Hwy Bld 2, Suite 112, Phoenix, AZ 85085, USA
Phone (602) 995-1484
Directions
Bank of America Financial Center
3 out of 5
Location 37217 N Tom Darlington Dr, Carefree, AZ 85377, USA
Phone (480) 827-6430
Directions
Gilbert Valadez - Prudential Financial
Location 4922 E Roy Rogers Rd, Cave Creek, AZ 85331, USA
Phone (602) 667-4700
Directions
Merrill Lynch Wealth Management Advisor Sarah Chiuppi Marson
Location 23655 N Scottsdale Rd, Scottsdale, AZ 85255, USA
Phone (480) 513-6724
Directions
Carefree Cave Creek Chamber
4 out of 5
Location 748 Easy St 2 & 4, Carefree, AZ 85377, USA
Phone (480) 488-3381
Directions
SEC File# 801-72262
CRD# 157222
5 out of 5
Location 8800 E Raintree Dr STE 220, Scottsdale, AZ 85260, USA
Phone (480) 400-7700
Directions
Common Sense Finantial Strategies
Location 748 Easy St # 11, Cave Creek, AZ 85331, USA
Phone (480) 595-5008
Directions
Edward Jones - Financial Advisor: Nathan Breese, AAMS™
SEC File# 801-3297
CRD# 250
Location 37555 N Hum Rd Suite 205, Carefree, AZ 85377, USA
Phone (480) 595-2041
Directions
SG Wealth Managers - Fiduciary Advisor
5 out of 5
Location 7900 E Thompson Peak Pkwy #104, Scottsdale, AZ 85255, USA
Phone (480) 597-1743
Directions
Retirement Planning in Carefree, AZ

About Carefree, AZ for Those Planning to Retire

Carefree, AZ is a stunning desert town nestled in the foothills of the Sonoran Mountains. It boasts a plethora of landmarks, including the iconic Carefree Sundial, which stands tall in the center of town, and the beautiful Desert Gardens, which feature a variety of cacti and succulents. The town is also home to several top employers, such as the Carefree Resort & Conference Center and the Boulders Resort & Spa. Major highways and streets in the area include the Carefree Highway and Tom Darlington Drive, which offer easy access to nearby cities like Phoenix and Scottsdale. Carefree is divided into several charming neighborhoods, including the gated community of Carefree Grand View Estates and the luxurious enclave of Desert Mountain. With its stunning natural beauty and abundance of amenities, Carefree is the perfect place to call home for those seeking a peaceful desert oasis.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Carefree, AZ could benefit from a bank in many ways. For example, they could take out loans to finance home renovations or start a small business. Additionally, they could open checking and savings accounts to manage their finances and save for the future. One specific aspect of Carefree, AZ that a bank could assist with is managing the influx of tourists during peak season. With its picturesque desert landscape and numerous outdoor activities, Carefree, AZ attracts visitors from all over the world. A bank could provide services such as foreign currency exchange or traveler's checks to make these tourists' visits more convenient. Furthermore, a bank could offer financial advice to local businesses on how to capitalize on the tourist industry and maximize profits during peak season. Overall, a bank could be a valuable resource for residents of Carefree, AZ in managing their finances and navigating the unique challenges of living in a popular tourist destination.

Insurance Broker

Residents of Carefree, AZ can benefit greatly from the services of an insurance broker. With the town's population of just over 3,000, it can be challenging to navigate the various insurance options available. An insurance broker can provide expert advice on the most suitable policies for individuals and families in Carefree, taking into account the unique risks and challenges that come with living in a desert climate. From finding the best coverage for property damage caused by monsoons to ensuring adequate protection for health care needs, an insurance broker can help residents of Carefree, AZ navigate the complex world of insurance with ease and confidence. Additionally, an insurance broker can negotiate with insurers on behalf of their clients to secure the best rates and coverage options, ultimately saving residents of Carefree, AZ time and money.

Wealth Management

Residents of Carefree, AZ can benefit from the expertise of a wealth manager in various ways. For instance, Carefree has a significant number of retirees who may require assistance in managing their retirement funds. A wealth manager can help these retirees to invest their funds in low-risk investment vehicles that guarantee a steady income stream. Additionally, Carefree is known for its high-end properties and luxury lifestyle. Wealth managers can help residents to manage their assets, including real estate, and develop a comprehensive financial plan that aligns with their long-term goals. Furthermore, the town has a thriving business community, and wealth managers can assist business owners with financial planning, tax optimization, and investment strategies. With their knowledge and experience, wealth managers can provide customized solutions that cater to the specific needs of residents in Carefree, AZ.

Financial Advisor

Residents of Carefree, AZ could greatly benefit from the expertise of a financial advisor in a variety of ways. For example, given the high median home value in Carefree, which is nearly double the national average, a financial advisor could provide guidance on how to effectively manage mortgage payments and plan for long-term home ownership. Additionally, with the town's close proximity to the McDowell Mountains and other natural attractions, a financial advisor could help residents plan for recreational expenses such as hiking and camping gear, as well as travel expenses for those who enjoy exploring other parts of Arizona and beyond. Furthermore, a financial advisor could assist residents in navigating the complex tax laws that apply to Arizona retirees, particularly with regard to Social Security benefits and retirement account withdrawals. Overall, a financial advisor could provide invaluable support to the residents of Carefree, helping them to achieve their financial goals and live their best lives in this beautiful and unique Arizona town.

Mortgage Loan Officer

Residents of Carefree, AZ could benefit from the services of a mortgage loan officer in several ways. Firstly, considering the high standard of living in Carefree, AZ, a mortgage loan officer can assist residents in securing a loan to purchase their dream home. The officer can provide information on various mortgage products, interest rates, and repayment terms, helping residents make informed decisions. Furthermore, Carefree, AZ is a community with a high proportion of retirees, and a mortgage loan officer can help them refinance their existing homes to reduce monthly payments, increase cash flow, and improve their quality of life. Additionally, with the rising cost of healthcare, a mortgage loan officer can help residents secure a loan to cover medical expenses, home renovations, or other unexpected costs. Overall, a mortgage loan officer can be a valuable resource for residents of Carefree, AZ, helping them navigate the complex world of mortgages and financial planning.

Tax Services

Residents of Carefree, AZ could greatly benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor could provide assistance is with regards to the unique tax laws that govern the town. Carefree, AZ is a small, affluent community located in Maricopa County. As such, residents may be subject to different tax regulations than those living in larger cities or less affluent areas. A tax advisor could help residents navigate these regulations and ensure that they are complying with all applicable laws. Additionally, a tax advisor could provide guidance on deductions and credits that may be available to Carefree residents, such as those related to property taxes or charitable donations. By working with a tax advisor, residents of Carefree, AZ can ensure that they are maximizing their tax savings and minimizing any potential liabilities.

Estate Planning Lawyer

Residents of Carefree, AZ can benefit from an estate planning lawyer in many ways. Firstly, the lawyer can help them create a comprehensive estate plan that includes a will, trust, and power of attorney. This is especially important in Carefree, AZ, where many residents are retirees and have significant assets that need to be protected. Additionally, the lawyer can help residents minimize their tax liabilities by structuring their estate plan in a tax-efficient way. Furthermore, the lawyer can assist residents in planning for long-term care and healthcare needs, which is crucial given the aging population of Carefree, AZ. Finally, the estate planning lawyer can provide guidance on how to protect assets from creditors and ensure that their wishes are carried out after their passing. In short, an estate planning lawyer can provide invaluable assistance to residents of Carefree, AZ in protecting their assets and ensuring their wishes are carried out.

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