Retirement Planning in Genesee County, MI

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List of Firms

Top Retirement Planners in Genesee County, MI

American Retirement Advisors, Inc.
Location 5206 Gateway Center Ste. 400, Flint, MI 48507, USA
Phone (855) 756-5700
Language http://www.aradvisorsinc.com/
Directions
RLM Financial Services
5 out of 5
Location 11400 Grand Blvd, Grand Blanc, MI 48439, USA
Phone (810) 694-1120
Directions
Merrill Lynch Wealth Management
5 out of 5
Location 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439, USA
Phone (810) 603-8101
Language https://www.local.ml.com/050678
Directions
Mainstay Capital Management
SEC File# 801-58099
CRD# 109528
5 out of 5
Location 10775 S Saginaw St, Grand Blanc, MI 48439, USA
Phone (866) 444-6246
Language https://www.mainstaycapital.com/
Time Monday: 8:00 AM – 5:30 PM Tuesday: 8:00 AM – 5:30 PM Wednesday: 8:00 AM – 5:30 PM Thursday: 8:00 AM – 5:30 PM Friday: 8:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
Merrill Lynch Wealth Management Advisor Carolyn A Goyette
Location 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439, USA
Phone (810) 603-8110
Language https://fa.ml.com/michigan/grand-blanc/goyette-group
Directions
Retirement Planning in Genesee County, MI

About Genesee County, MI for Those Planning to Retire

Genesee County, located in the heart of Michigan, boasts a plethora of landmarks that are sure to leave a lasting impression on any visitor. From the iconic Flint Institute of Arts, which houses an extensive collection of contemporary and historical art, to the picturesque Crossroads Village and Huckleberry Railroad, which offers a glimpse into life in the 1800s, there is no shortage of cultural and historical significance in this vibrant county. In terms of top employers, Genesee County is home to a diverse range of companies, including General Motors, McLaren Health Care, and the University of Michigan-Flint. These organizations provide ample job opportunities for residents and contribute significantly to the county's economic growth. Major highways and streets in Genesee County include I-69, I-75, US-23, and M-54, which connect the county to nearby cities and towns and make transportation a breeze.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Genesee County, MI can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to those who require it. This is especially important in Genesee County, MI, where a significant portion of the population is living below the poverty line. A bank can offer loans, credit cards, and other financial products that can help residents pay for necessities such as housing, food, and healthcare. Additionally, a bank can help residents save money by offering savings accounts and other investment products. This is crucial in Genesee County, MI, where many individuals struggle to save due to low wages and high living expenses. Furthermore, a bank can provide financial education to residents, helping them to better understand how to manage their money and make sound financial decisions. In a county where financial literacy is low, this can be a game-changer for many individuals and families.

Insurance Broker

Residents of Genesee County, MI could benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker could help residents navigate the complexities of the healthcare system in Genesee County, which has been plagued by high rates of chronic diseases such as diabetes and heart disease. They could also assist in finding affordable auto insurance, which is especially important in a county where many residents rely on cars for transportation due to the lack of public transit options. Additionally, an insurance broker could provide guidance on home insurance policies, which can be particularly important in a region that experiences severe weather events such as tornadoes and flooding. Overall, an insurance broker can provide valuable support and guidance to residents of Genesee County, MI, helping them protect themselves and their families from unexpected financial burdens.

Wealth Management

Residents of Genesee County, MI could greatly benefit from the services of a wealth manager. With a population of over 400,000 people, many individuals in this area may be struggling to manage their finances effectively. A wealth manager can assist with a variety of tasks, such as creating a personalized investment strategy, managing debt, and planning for retirement. Additionally, with the ongoing water crisis in Flint, many residents may be dealing with unexpected expenses related to their health or property. A wealth manager can help navigate these financial challenges and provide guidance on how to best allocate resources. Overall, the expertise and support of a wealth manager can help residents of Genesee County achieve greater financial stability and security.

Financial Advisor

Residents of Genesee County, MI can benefit from the expertise of a financial advisor in several ways. Firstly, with the county's population being largely working-class, a financial advisor can assist in creating a budget and savings plan that is tailored to the individual's income and expenses. Additionally, with the recent water crisis in Flint, many residents may have incurred unexpected expenses and debt. A financial advisor can provide guidance on how to manage and pay off this debt, as well as offer advice on how to rebuild credit. Furthermore, with the county being home to several universities and colleges, a financial advisor can help students and their families navigate the complexities of student loans and financial aid. Overall, a financial advisor can provide valuable support and guidance to the residents of Genesee County, MI in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Genesee County, MI can benefit from the expertise of a mortgage loan officer in various ways. Firstly, with the county's population being over 400,000, the demand for affordable housing is high. A mortgage loan officer can assist residents in finding the best mortgage options available, taking into account their financial status and credit score. Moreover, Genesee County is home to Flint, a city that has faced numerous economic challenges, including a water crisis. A mortgage loan officer can help residents in Flint navigate the complex process of obtaining a mortgage and securing a home in a city that has experienced economic downturns. Additionally, with the county being home to several colleges and universities, a mortgage loan officer can assist students in finding suitable housing options, such as apartments or rental homes, that are affordable and meet their needs.

Tax Services

Residents of Genesee County, MI can benefit from the expertise of a tax advisor in several ways. Firstly, with the county's economy being heavily reliant on the automotive industry, tax advisors can offer guidance on tax deductions and credits related to vehicle expenses. Additionally, with Flint being the largest city in the county and having a high poverty rate, tax advisors can assist low-income residents in maximizing their tax refunds and accessing government programs such as the Earned Income Tax Credit. Furthermore, with the county experiencing frequent severe weather events such as flooding and snowstorms, tax advisors can advise residents on the tax implications of property damage and losses. Overall, a tax advisor can provide valuable insights and strategies to help Genesee County residents navigate the complexities of the tax system and make informed financial decisions.

Estate Planning Lawyer

Residents of Genesee County, MI can benefit from the services of an estate planning lawyer in several ways. For instance, the lawyer can help them create a will or trust to ensure their assets are distributed according to their wishes. Additionally, the lawyer can assist in establishing powers of attorney and healthcare directives to ensure that their healthcare and financial needs are met in the event of incapacitation. In Genesee County, MI, where the population is aging, a lawyer can also help with long-term care planning, including Medicaid planning, to protect their assets and ensure they receive the care they need. Furthermore, the lawyer can help with business succession planning, especially for small business owners, to ensure their businesses continue to run smoothly after their passing. Overall, having an estate planning lawyer in Genesee County, MI can provide peace of mind and ensure that one's wishes are carried out in the future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Genesee County, MI can be highly beneficial for individuals looking to secure their financial future. With a comprehensive understanding of the local economy and tax laws, a retirement planner can provide tailored advice to clients in Genesee County, MI. They can assist with retirement income planning, investment portfolio management, and estate planning. Moreover, they can help clients navigate the complex regulations surrounding Social Security and Medicare. In a county that has seen significant economic changes in recent years, such as the decline of the automotive industry, a retirement planner can help individuals adjust their retirement plans accordingly. By analyzing each client's unique situation and providing personalized recommendations, a retirement planner in Genesee County, MI can help ensure a comfortable and stress-free retirement.

Genesee County, MI is the ideal place to get a retirement planner for several reasons. Firstly, the county boasts a diverse range of financial experts who specialize in retirement planning. These experts have a wealth of knowledge and experience in the field, and are equipped to provide tailored advice to suit each individual's unique needs and circumstances. Additionally, Genesee County is home to a plethora of retirement communities, which offer a range of services and amenities to help retirees live comfortably and securely. These communities are designed to cater to the needs of older adults, and provide a supportive environment in which retirees can thrive. Finally, the county's strong economy and low cost of living make it an attractive destination for retirees looking to stretch their retirement savings further. With its combination of expert financial advice, supportive retirement communities, and affordable cost of living, Genesee County is undoubtedly the best place to get a retirement planner.