Retirement Planning in Independence, OH

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Top Retirement Planners in Independence, OH

Golden Reserve
SEC File# 801-121383
CRD# 283588
5 out of 5
Location 6133 Rockside Rd suite 303, Independence, OH 44131, USA
Phone (216) 503-0718
Language https://goldenreserve.com/locations/independence-oh/
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
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Enza Financial
3 out of 5
Location 6450 Rockside Woods Blvd S #150, Independence, OH 44131, USA
Phone (216) 236-0700
Language http://www.enzafinancial.com/
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Annuity & Estate Planning Concepts, LLC
Location 6450 Rockside Woods Blvd S Suite 160, Independence, OH 44131, USA
Phone (216) 503-1779
Language https://annuity-and-estate-planning-concepts-llc.business.site/?utm_source=gmb&utm_medium=referral
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Dale Georgiou - Raymond James
Location 4600 Rockside Rd, Independence, OH 44131, USA
Phone (216) 573-5855
Language https://www.raymondjames.com/georgiou
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Retirement Planning in Independence, OH

About Independence, OH for Those Planning to Retire

Independence, OH is a bustling city filled with a plethora of landmarks, top employers, major highways and streets, and unique neighborhoods. From the iconic Independence Historical Museum to the sprawling Cuyahoga Valley National Park, there's something for everyone in this vibrant community. Top employers in Independence include the Cleveland Clinic, Nestle, and Progressive Insurance, providing ample job opportunities for residents. Major highways such as I-77 and I-480 make commuting a breeze, while streets like Rockside Road and Brecksville Road offer easy access to local businesses and restaurants. Neighborhoods in Independence range from the quiet and family-friendly to the bustling and trendy. From the quaint streets of Old Independence to the modern developments of Independence Square, each neighborhood offers its own unique charm and character. Whether you're looking for a peaceful retreat or a bustling urban center, Independence, OH has something to offer.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Independence, OH would be helped by a bank in numerous ways. For instance, a bank could provide them with loans to start or expand their businesses, which would boost the local economy. Additionally, a bank could offer various financial services such as savings accounts, checking accounts, and credit cards, which would enable residents to manage their money effectively. Furthermore, a bank could facilitate the purchase of homes and cars through mortgages and auto loans, respectively. This would allow residents to own homes and cars that they could use for their daily activities, such as commuting to work or running errands. Another way that a bank could help residents of Independence, OH is by providing financial education and advice, which would enable them to make informed decisions about their finances. This would be particularly useful for residents who may not have a lot of experience with financial matters. Overall, a bank would play a crucial role in the financial well-being of residents of Independence, OH, and would help them achieve their financial goals.

Insurance Broker

Residents of Independence, OH can benefit greatly from the services of an insurance broker, especially given the town's large population of small business owners. With a broker's help, residents can navigate the complex world of insurance policies and find the coverage that best suits their needs. For instance, an insurance broker can help a small business owner in Independence, OH find the right liability insurance policy to protect their company from potential lawsuits. Additionally, a broker can help residents find affordable health insurance plans that meet their unique needs, taking into account factors such as pre-existing conditions and family size. With the help of an insurance broker, residents of Independence, OH can rest assured that they have the right coverage in place to protect themselves and their families from unexpected events.

Wealth Management

Residents of Independence, OH can benefit from the expertise of a wealth manager in various ways. One of the most common ways is through retirement planning. With the median age of Independence residents being 47.8 years, retirement planning is a crucial aspect of their financial future. A wealth manager can help analyze their current financial situation and create a personalized retirement plan that aligns with their goals and resources. Additionally, Independence is home to numerous small business owners. A wealth manager can assist these entrepreneurs in managing their finances, creating a financial plan for their business, and developing an exit strategy. Furthermore, with the cost of living in Independence being 8% higher than the national average, a wealth manager can help residents navigate their expenses, optimize their investments, and create a sustainable financial future.

Financial Advisor

Residents of Independence, OH could benefit from the services of a financial advisor in several ways. One specific area where a financial advisor could be helpful in Independence, OH is in guiding residents through the complexities of retirement planning. With a high percentage of the population nearing retirement age, Independence, OH residents need to make informed decisions about their retirement savings and investments. A financial advisor could help residents navigate the intricacies of retirement planning, including understanding the tax implications of different retirement accounts and developing a comprehensive retirement income strategy. Additionally, a financial advisor could provide guidance on estate planning, helping residents to protect their assets and ensure that their wishes are carried out after they pass away. Overall, a financial advisor could help Independence, OH residents make informed financial decisions and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Independence, OH can benefit greatly from the expertise of a mortgage loan officer. These professionals can help individuals secure financing for their dream homes, guiding them through the complex process of obtaining a mortgage. One specific way that a mortgage loan officer can assist residents of Independence, OH is by providing them with information about the local real estate market. With their extensive knowledge of the area, loan officers can help borrowers find the best properties within their budget, while also ensuring that they are aware of any potential issues with the property or neighborhood. Additionally, mortgage loan officers can help borrowers navigate the various types of mortgages available, from fixed-rate to adjustable-rate, and can advise them on which option is best suited to their financial goals and lifestyle. Overall, the guidance and support of a mortgage loan officer can be invaluable to residents of Independence, OH as they navigate the complex and often daunting process of purchasing a home.

Tax Services

Residents of Independence, OH can benefit greatly from the expertise of a tax advisor. With the city's thriving business community and high median household income, there are many complex tax issues that individuals and businesses may face. A tax advisor can help residents navigate the intricacies of state and federal tax laws, ensuring that they are in compliance and maximizing their tax benefits. For example, with Independence's proximity to Cleveland, many residents may work across state lines and need guidance on how to file taxes in multiple states. Additionally, the city's growing real estate market may require tax planning for property purchases and sales. A tax advisor can also provide valuable advice on retirement planning, charitable giving, and other financial planning strategies to help residents achieve their long-term financial goals. Overall, a tax advisor can provide invaluable assistance to Independence residents in navigating the complex world of taxes and finances.

Estate Planning Lawyer

Residents of Independence, OH can greatly benefit from the services of an estate planning lawyer. These legal professionals can assist individuals in creating a comprehensive plan for their assets and property, ensuring that their wishes are carried out after they pass away. Specifically, an estate planning lawyer can help Independence residents navigate the complex laws and regulations surrounding inheritance and probate in Ohio. They can also provide guidance on minimizing tax liabilities and protecting assets from creditors. Additionally, an estate planning lawyer can help families with special needs children establish trusts and other legal arrangements to provide for their ongoing care. Overall, working with an estate planning lawyer can provide Independence residents with peace of mind and ensure that their loved ones are taken care of in the future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Independence, OH offer a wide range of benefits to individuals who are looking to secure their financial future. These services can include comprehensive financial planning, investment management, and retirement income planning. One particular aspect that sets Independence, OH apart from other cities is its thriving healthcare industry. Retirement planners in this area can provide specialized guidance on healthcare planning, including Medicare and long-term care insurance. With the complexity of the healthcare system, it's essential to have a retirement planner who can help navigate the options available and ensure that clients have access to the care they need as they age. Additionally, Independence, OH is home to many retirees, making it a great place to connect with others who are going through similar life transitions. Retirement planners can offer valuable resources and support to help individuals navigate retirement and make the most of their golden years.

Independence, OH is the ultimate destination for anyone seeking a top-notch retirement planner. Nestled in the heart of Cuyahoga County, this vibrant city boasts a plethora of seasoned financial experts who are well-equipped to guide retirees through the complex maze of retirement planning. What sets Independence apart from other cities is its thriving business community, which has attracted a diverse pool of financial planners with a wealth of experience and expertise. Whether you're looking to invest in stocks, bonds, or real estate, the retirement planners in Independence have the knowledge and skills to help you make informed decisions that will secure your financial future. With its rich history, stunning natural landscapes, and bustling urban center, Independence, OH is the perfect place to find a retirement planner who can help you live the life you've always dreamed of during your golden years.