Retirement Planning in Cass County, ND

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List of Firms

Top Retirement Planners in Cass County, ND

D.A. Davidson & Co.
Location 300 Sheyenne St Ste 110, West Fargo, ND 58078, USA
Phone (701) 929-2775
Language http://www.dadavidson.com/
Directions
Elevate Financial
5 out of 5
Location 5195 45th St S, Fargo, ND 58104, USA
Phone (701) 270-1611
Language http://www.elevatefinancial.net/
Directions
Ed Ankrum & Associates - Ameriprise Financial Services, LLC
Location 3350 13th Ave S Ste G, Fargo, ND 58103, USA
Phone (701) 476-1215
Language https://www.ameripriseadvisors.com/team/ed-ankrum-associates/?cid=IP_local_google
Directions
Retirement Resource ND
Location 3331 Oak Ridge Pond Way E, West Fargo, ND 58078, USA
Phone (701) 639-7899
Language http://www.retirementresourcend.com/
Directions
Financial Strategies Group
SEC File# 801-110898
CRD# 289054
4 out of 5
Location 1220 28th Ave N, Fargo, ND 58102, USA
Phone (701) 234-0103
Language https://www.finstrat.com/
Directions
Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 11 North, Langer Ave N #310, Casselton, ND 58012, USA
Phone (701) 492-2625
Language http://www.raymondjames.com/
Directions
Shad Connor - Thrivent
5 out of 5
Location 5621 36th Ave S Suite 400, Fargo, ND 58104, USA
Phone (701) 478-7141
Language https://connect.thrivent.com/shad-connor?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzYyNTgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Red River Financial Group - Fargo
5 out of 5
Location 5195 45th St S Suite 200, Fargo, ND 58104, USA
Phone (701) 232-3888
Language http://www.redriverfinancialgroup.com/
Directions
Retirement Planning in Cass County, ND

About Cass County, ND for Those Planning to Retire

Cass County, located in the eastern region of North Dakota, is a bustling hub of activity with a rich history and a diverse population. Home to several iconic landmarks, including the Fargo Theatre, the Plains Art Museum, and the Roger Maris Museum, this vibrant county is a cultural and entertainment hotspot. In addition to its many attractions, Cass County boasts a thriving economy, driven by a number of top employers, such as Sanford Health, Microsoft, and Bobcat. These companies offer a range of employment opportunities, from healthcare and technology to manufacturing and construction. Navigating Cass County is easy thanks to its extensive network of major highways and streets, including I-29, I-94, and US-81. These roads connect the county to neighboring cities and states, making it a convenient location for both business and pleasure. As for neighborhoods, Cass County has something for everyone, from the historic and charming downtown Fargo area to the quiet and peaceful suburbs of West Fargo and Horace.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Cass County, ND can benefit from a bank in numerous ways. For instance, farmers in the county can take advantage of agricultural loans provided by the bank to expand their farms and purchase new equipment. Additionally, the bank can offer financial advice to young adults in the county who are just starting out in their careers and need help with budgeting and saving. Furthermore, the bank can provide home loans to families looking to purchase a house in the county, where the median home value is $225,000. The bank can also help small business owners in the county by providing them with business loans and other financial services to help them grow and expand. Overall, the bank plays a vital role in the economic development of Cass County, ND, and the residents can benefit greatly from the various services offered by the bank.

Insurance Broker

Residents of Cass County, ND can greatly benefit from the services of an insurance broker. With the county being home to a diverse set of industries, including agriculture, healthcare, and education, an insurance broker can help residents find the right coverage for their specific needs. For example, farmers in Cass County may require crop insurance, while healthcare workers may need liability coverage. An insurance broker can also assist residents in navigating the complex world of insurance policies, ensuring they have a thorough understanding of their coverage and any potential gaps. Additionally, with the county experiencing harsh winters and severe weather events, an insurance broker can help residents find coverage for damage caused by natural disasters. Overall, an insurance broker can provide invaluable support to residents of Cass County, ND by helping them find the right insurance policies to protect their assets and livelihoods.

Wealth Management

Residents of Cass County, ND could benefit from the expertise of a wealth manager in a variety of ways. For instance, a wealth manager could help them develop a comprehensive financial plan that takes into account their unique goals, needs, and circumstances. This could include strategies for saving for retirement, paying off debt, and investing in the stock market. Additionally, a wealth manager could provide guidance on tax planning and estate planning, ensuring that residents of Cass County, ND are able to maximize their wealth and protect their assets for future generations. Given the unique economic landscape of Cass County, ND, which includes a mix of agriculture, energy, and healthcare industries, a wealth manager with experience in these areas could be particularly valuable in helping residents navigate the complexities of investing and financial planning.

Financial Advisor

Residents of Cass County, ND can benefit from the guidance of a financial advisor in a multitude of ways. For instance, a financial advisor can help individuals in the county plan for retirement, create a budget, and invest wisely. In addition, Cass County residents can receive assistance from a financial advisor in navigating the complex tax laws of North Dakota, especially as they relate to agriculture and energy production, two of the county's primary industries. A skilled advisor can also provide guidance on estate planning and help protect assets from potential creditors or lawsuits. Furthermore, with the unpredictable nature of the economy, a financial advisor can help residents of Cass County, ND prepare for unexpected financial challenges, such as job loss or medical emergencies. Overall, a financial advisor can provide invaluable support and guidance to Cass County residents looking to achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Cass County, ND can benefit from the services of a mortgage loan officer in numerous ways. One of the most common ways is by helping them secure a mortgage loan to purchase their dream home. Cass County is known for its diverse neighborhoods that offer various housing options to meet the needs of different residents. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, ensuring they get the best rates and terms that suit their financial situation. Additionally, mortgage loan officers can help residents refinance their existing mortgages, allowing them to take advantage of lower interest rates and reduce their monthly payments. This can be especially helpful for residents of Cass County, as the area has experienced steady growth in recent years, making it an attractive place for homeownership.

Tax Services

Residents of Cass County, ND can benefit from the services of a tax advisor in several ways. Firstly, a tax advisor can assist residents in navigating the complex tax laws and regulations that are specific to North Dakota. For instance, residents of Cass County, ND may be eligible for certain tax credits and deductions that are unique to the state, such as the North Dakota Homestead Credit or the North Dakota Energy Conversion and Transmission Facility Credit. Additionally, a tax advisor can help residents to minimize their tax liabilities by identifying opportunities for tax savings, such as through charitable donations or retirement contributions. Moreover, a tax advisor can provide guidance on tax planning and preparation, ensuring that residents are well-prepared for tax season and that they are in compliance with all relevant tax laws and regulations. Overall, the expertise of a tax advisor can be invaluable for residents of Cass County, ND who want to optimize their tax situation and avoid costly mistakes.

Estate Planning Lawyer

Residents of Cass County, ND can benefit greatly from the services of an estate planning lawyer. This is especially true given the unique challenges that residents of the county face, such as the high rates of agricultural land ownership and the complex legal issues that can arise from this. An estate planning lawyer can help residents to create a comprehensive plan for their assets, including land, livestock, and other valuable property. They can also assist with the creation of wills, trusts, and other legal documents that can help to ensure that a person's wishes are carried out after their death. Additionally, an estate planning lawyer can provide guidance on tax planning, asset protection, and other important issues that can impact a person's financial future. Overall, the services of an estate planning lawyer can be invaluable for residents of Cass County, ND who want to protect their assets and ensure that their loved ones are taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Cass County, ND can be a complex and overwhelming process for many individuals. However, a retirement planner can provide comprehensive guidance and support to help clients navigate the intricacies of retirement planning. Some specific services that a retirement planner in Cass County, ND can offer include developing a personalized retirement plan tailored to the client's unique financial situation, providing guidance on investment strategies, and helping clients maximize their retirement benefits. Additionally, the retirement planner can also assist clients in navigating the unique challenges and opportunities presented by the local economy and financial landscape in Cass County, ND, such as the impact of agriculture and energy industries on retirement planning. With their expertise and experience, a retirement planner can help clients achieve their retirement goals and enjoy a secure and fulfilling retirement.

Cass County, ND is the quintessential location to get a retirement planner. With a population of over 181,000, it boasts a thriving economy and a plethora of financial institutions. It is home to some of the most reputable financial advisors in the country, offering a diverse range of services to cater to every individual's needs. The county's strategic location at the crossroads of major highways and railways makes it an ideal destination for retirees looking for a peaceful and serene environment. Cass County's low cost of living, coupled with its excellent healthcare facilities, ensures that retirees can enjoy their golden years without worrying about their financial stability. Furthermore, the county's vibrant community, rich cultural heritage, and scenic beauty make it an ideal place for retirees to live and thrive. In conclusion, Cass County, ND is the perfect destination for anyone looking for a retirement planner, offering a unique blend of financial stability, natural beauty, and community engagement.