Retirement Planning in Dukes County, MA

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Top Retirement Planners in Dukes County, MA

Dukes County Retirement System
Location 9 Airport Rd #1, Edgartown, MA 02539, USA
Phone (508) 696-3846
Language http://www.dukesretirement.com/
Directions
Beacon Financial Planning
SEC File# 801-113811
CRD# 175372
5 out of 5
Location 72 Pine St, Hyannis, MA 02601, USA
Phone (508) 790-7039
Language http://www.beaconfinancialplanning.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
The Bookkeeping Bureau, LLC
Location 15 Church Street, Office# 1, Vineyard Haven, MA 02568, USA
Phone (508) 234-0432
Language http://www.thebookkeepingbureau.com/
Directions
Glen Dowden
Location 50 Davis Straits, Falmouth, MA 02541, USA
Phone (508) 827-3267
Language https://fa.citizensbank.com/ma/falmouth/glen-dowden-d108455
Directions
Jessica Campione
Location 606 Dartmouth St South, Dartmouth, MA 02748, USA
Language https://fa.citizensbank.com/ma/south-dartmouth/jessica-campione-d102866
Directions
Securities America Inc.
Location 4 Whistler Way, East Falmouth, MA 02536, USA
Phone (508) 833-6404
Language https://www.securitiesamerica.com/
Directions
Brieanne Simon - Ameriprise Financial Services, Inc.
Location 349 Old Plymouth Rd, Sagamore Beach, MA 02562, USA
Phone (508) 833-1359
Language https://www.ameripriseadvisors.com/team/aim-wealth-advisory-group/myteam/
Directions
Retirement Planning in Dukes County, MA

About Dukes County, MA for Those Planning to Retire

Dukes County, located in Massachusetts, is a picturesque area that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning beaches of Martha's Vineyard to the historic lighthouses of Gay Head, Dukes County is a treasure trove of natural and man-made wonders. In terms of top employers, the county is home to a diverse range of businesses, including healthcare providers, educational institutions, and hospitality companies. Major highways and streets crisscross the county, providing easy access to all of its attractions. And when it comes to neighborhoods, Dukes County has something for everyone, from quaint seaside communities to bustling urban centers. With so much to see and do, Dukes County is a must-visit destination for anyone looking to experience the best of Massachusetts.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Dukes County, MA can benefit from a bank in several ways. Firstly, a bank can provide them with access to various financial services such as savings accounts, checking accounts, and loans. This is particularly important for the residents of Dukes County, which is an island community with limited access to financial institutions. Secondly, a bank can help residents manage their finances more effectively by providing them with financial advice and guidance. This is especially important given the high cost of living in Dukes County, which is one of the most expensive areas in the state of Massachusetts. Lastly, a bank can help residents protect their assets by offering them insurance and investment products. This is crucial given the vulnerability of Dukes County to natural disasters such as hurricanes and flooding, which can cause significant damage to property and assets. In summary, a bank can play a vital role in helping residents of Dukes County, MA manage their finances, protect their assets, and achieve their financial goals.

Insurance Broker

Residents of Dukes County, MA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance landscape and identify the best coverage options for their unique needs. This is particularly important in Dukes County, where the coastal location and high property values can make insurance policies more complicated and expensive. Additionally, an insurance broker can assist residents in understanding the intricacies of their policies and ensuring that they are adequately covered in the event of a claim. They can also provide valuable advice on how to mitigate risks and reduce insurance costs over time. Overall, an insurance broker can be an invaluable resource for residents of Dukes County, helping them to protect their assets and achieve greater peace of mind.

Wealth Management

Residents of Dukes County, MA can benefit greatly from the services of a wealth manager. With a diverse economy that includes tourism, fishing, and agriculture, there are a variety of financial needs that residents may have. A wealth manager can provide assistance with investment strategies, retirement planning, and estate planning. Additionally, with the high cost of living in Dukes County, a wealth manager can help residents navigate the complexities of tax planning and minimize their tax burden. With the unique challenges that come with living on an island, such as limited access to certain services and resources, a wealth manager can also provide guidance on how to diversify investments and protect assets. Overall, a wealth manager can provide invaluable support to residents of Dukes County as they work towards achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Dukes County, MA may benefit from the expertise of a financial advisor in a variety of ways. First and foremost, the county's economy is heavily reliant on the tourism industry, which can be unpredictable and subject to seasonal fluctuations. A financial advisor can help residents navigate these fluctuations by providing guidance on budgeting, saving, and investing strategies that are tailored to their unique circumstances. Additionally, Dukes County is known for its high cost of living, which can make it challenging for residents to build wealth and achieve their financial goals. A financial advisor can help residents identify areas where they can cut costs and optimize their spending, as well as develop long-term financial plans that take into account their current and future needs. Finally, Dukes County has a large retirement population, and a financial advisor can be instrumental in helping these individuals plan for their golden years by providing guidance on retirement savings, Social Security, and other key financial considerations.

Mortgage Loan Officer

Residents of Dukes County, MA can benefit from the expertise of a mortgage loan officer in a variety of ways. One specific area where a loan officer can assist is with navigating the unique housing market of the island. Due to its location and limited space, Dukes County has a highly competitive and expensive housing market. A mortgage loan officer can help residents understand their options for financing a home purchase, including government-backed loans and other programs that may be available. They can also advise on the best strategies for securing a mortgage in a market where demand often outstrips supply. Additionally, a loan officer can provide guidance on refinancing existing mortgages or accessing home equity to fund renovations or other expenses. With their knowledge of the local market and the lending landscape, a mortgage loan officer can be an invaluable resource for residents of Dukes County looking to achieve their homeownership goals.

Tax Services

Residents of Dukes County, MA can benefit from the expertise of a tax advisor in numerous ways. Firstly, a tax advisor can help them navigate the complex tax laws of Massachusetts, which can be particularly challenging for those who are not well-versed in tax regulations. Additionally, a tax advisor can help residents of Dukes County identify tax deductions and credits that they may be eligible for, such as those related to home ownership, education, and charitable donations. Furthermore, given that Dukes County is home to a large number of small businesses, a tax advisor can provide invaluable advice on tax planning and compliance, helping business owners to avoid costly penalties and maximize their tax savings. Overall, a tax advisor can be a valuable resource for residents of Dukes County, helping them to navigate the complexities of the tax system and achieve their financial goals.

Estate Planning Lawyer

Residents of Dukes County, MA can benefit from the services of an estate planning lawyer in a multitude of ways. With its unique geography as an island county, estate planning in Dukes County can be particularly complex. An experienced lawyer can help residents navigate the intricacies of estate planning on Martha's Vineyard and the Elizabeth Islands, including issues related to property ownership, conservation restrictions, and access to public utilities. Additionally, an estate planning lawyer can assist with the creation of wills, trusts, and other legal documents that ensure a smooth transfer of assets and property to loved ones. For residents who own businesses or have complex financial portfolios, an estate planning lawyer can provide guidance on tax planning and asset protection strategies. Ultimately, working with an estate planning lawyer can provide peace of mind for Dukes County residents, knowing that their assets and legacy are protected for future generations.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

A retirement planner in Dukes County, MA can provide a wide range of retirement planning services to help individuals prepare for their golden years. From creating a personalized retirement plan to managing investments and providing tax advice, a retirement planner can help ensure that retirees have the financial security they need to enjoy their retirement. One specific aspect of retirement planning in Dukes County, MA is the unique housing market. With a limited supply of housing and high demand, retirees may need to consider alternative options such as downsizing or relocating in order to maximize their retirement savings. A retirement planner can help navigate this complex housing market and provide guidance on the best course of action for each individual's unique situation. Overall, a retirement planner in Dukes County, MA can provide invaluable support and expertise to help retirees achieve their financial goals and enjoy a comfortable retirement.

Dukes County, MA is undoubtedly the best place to get a retirement planner due to its unique blend of historical charm and modern amenities. With its picturesque towns and stunning coastline, Dukes County offers retirees a peaceful and serene environment to plan their future. The county's rich cultural heritage and diverse community also provide a wealth of knowledge and expertise to draw upon when it comes to retirement planning. Additionally, Dukes County boasts a wide range of financial institutions and investment firms, making it easy for retirees to find the right resources to help them achieve their financial goals. Whether you're looking to invest in stocks, bonds, or real estate, Dukes County has everything you need to plan for a comfortable retirement. So if you're looking for a retirement planner that can help you navigate the complexities of retirement planning, look no further than Dukes County, MA.