Retirement Planning in Lake Forest Park, WA

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List of Firms

Top Retirement Planners in Lake Forest Park, WA

Sound Planning Group
5 out of 5
Location 11411 NE 124th St #255, Kirkland, WA 98034, USA
Phone (425) 821-9442
Language http://www.myspg.com/
Directions
Templar Financial Services
Location 6100 219th St SW Suite 480, Mountlake Terrace, WA 98043, USA
Phone (425) 374-5070
Language http://www.templarnw.com/
Directions
Edward Jones - Financial Advisor: Lance D Jacobsen
5 out of 5
Location 17171 Bothell Way NE Suite A14, Lake Forest Park, WA 98155, USA
Phone (206) 361-9293
Language https://www.edwardjones.com/us-en/financial-advisor/lance-jacobsen
Directions
Ronald Blue Trust
Location 19820 N Creek Pkwy S #102, Bothell, WA 98011, USA
Phone (425) 485-0380
Language https://www.ronblue.com/
Directions
Alex Lund - Thrivent
Location 19524 Ballinger Way NE, Shoreline, WA 98155, USA
Phone (425) 629-3977
Language https://connect.thrivent.com/alex-lund?utm_source=GMB&utm_medium=Yext&y_source=1_MTYwNjIxNzUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Genes Accounting Tax Financial
Location 19621 42nd Ave NE, Lake Forest Park, WA 98155, USA
Phone (206) 367-8795
Directions
Retirement Planning in Lake Forest Park, WA

About Lake Forest Park, WA for Those Planning to Retire

Lake Forest Park, WA is a charming city located in King County, surrounded by lush greenery and serene water bodies. The city is home to several landmarks, including the beautiful Grace Cole Nature Park, which offers breathtaking views of Lake Washington and the Cascade Mountains. The Burke-Gilman Trail, a popular recreational trail that spans over 18 miles, passes through the city, providing residents with ample opportunities for hiking, biking, and jogging. The city's top employers include the Lake Forest Park Town Center, which houses several retail stores, restaurants, and offices, and the Lake Forest Park School District, which employs hundreds of teachers and staff members. The city is also home to several small businesses, including boutique shops, art galleries, and cafes, that add to its unique charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lake Forest Park, WA can benefit greatly from the services provided by a bank. One specific way is through the provision of loans for home renovations, as many homes in the area were built in the mid-20th century and may require updates to meet modern standards. Additionally, banks can offer financial planning and investment advice to residents who may be looking to grow their wealth or save for retirement. With the city's proximity to Lake Washington, banks can also provide specialized services for watercraft loans and insurance. Overall, a bank can provide valuable resources and support for the diverse needs of Lake Forest Park residents.

Insurance Broker

Residents of Lake Forest Park, WA can benefit greatly from the assistance of an insurance broker. With the city's proximity to Lake Washington and its surrounding parks and forests, residents are at a higher risk for natural disasters such as floods and wildfires. An insurance broker can help residents navigate the complex world of insurance policies and find coverage that specifically addresses these risks. Additionally, with the city's growing population and increasing number of businesses, an insurance broker can help residents and business owners find affordable and comprehensive health insurance plans. With the constantly changing insurance landscape, it can be difficult for individuals to stay up-to-date on the latest policies and regulations. An insurance broker can provide invaluable expertise and guidance to ensure that residents of Lake Forest Park, WA are protected and prepared for any unexpected events.

Wealth Management

Residents of Lake Forest Park, WA could greatly benefit from the expertise of a wealth manager in a variety of ways. One specific challenge that many residents face is navigating the complex tax laws of Washington state. A skilled wealth manager could help them optimize their tax strategy, minimizing their tax burden while still complying with all relevant laws and regulations. Additionally, a wealth manager could assist residents in developing a comprehensive financial plan that takes into account their unique goals and circumstances. This might include investment advice, retirement planning, and estate planning. With the help of a wealth manager, residents of Lake Forest Park could feel more confident in their financial future and better equipped to achieve their long-term goals.

Financial Advisor

Residents of Lake Forest Park, WA could benefit from the services of a financial advisor in a variety of ways. One specific aspect of Lake Forest Park that could be addressed by a financial advisor is the high cost of living. With a median home price of $800,000, many residents may struggle to save for retirement or unexpected expenses. A financial advisor could help residents create a budget and prioritize financial goals to ensure they are prepared for the future. Additionally, Lake Forest Park is home to many small businesses, which could benefit from financial planning services to help them grow and succeed. A financial advisor could assist with creating a business plan, managing cash flow, and making strategic investments. Overall, a financial advisor could provide valuable guidance and support to residents and businesses in Lake Forest Park, WA.

Mortgage Loan Officer

Residents of Lake Forest Park, WA can benefit from the services of a mortgage loan officer in various ways. One of the most common ways is by helping them to secure affordable mortgage loans to purchase homes in the area. Lake Forest Park, WA is a beautiful city that is home to many affluent residents who desire to own homes in the area. However, the high cost of living in the region can make it challenging for some residents to secure the necessary funds to purchase their dream homes. A mortgage loan officer can guide residents through the complex process of securing a mortgage loan, help them to understand the different types of loans available, and assist them in finding the best interest rates and terms that will suit their financial needs. Additionally, a mortgage loan officer can help residents to refinance their existing mortgage loans, enabling them to save money on interest rates and monthly payments, and also to access equity in their homes for other purposes.

Tax Services

Residents of Lake Forest Park, WA can benefit greatly from the services of a tax advisor. With the city's median household income being significantly higher than the national average, tax planning and preparation can be complex and time-consuming. A tax advisor can help residents navigate the intricacies of federal and state tax laws, ensuring that they are taking advantage of all available deductions and credits. For example, Lake Forest Park residents who own waterfront property may be eligible for special tax breaks related to conservation efforts. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's long-term financial health. With so much at stake, it's important for Lake Forest Park residents to work with a knowledgeable and experienced tax advisor who can help them make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Lake Forest Park, WA can benefit from the expertise of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that outlines their wishes for their assets and property after they pass away. This is especially important in Lake Forest Park, WA, where the median home value is significantly higher than the national average. An estate planning lawyer can help residents protect their assets and ensure that their loved ones receive their inheritance without any legal complications. Additionally, an estate planning lawyer can assist with creating a living will, which outlines a person's medical wishes in the event that they are unable to make decisions for themselves. This is particularly important in Lake Forest Park, WA, where the population is aging, and many residents may require medical care in the future. By working with an estate planning lawyer, residents can have peace of mind knowing that their wishes will be carried out, and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Lake Forest Park, WA are comprehensive and tailored to the specific needs of each client. The planner can help clients create a retirement income plan that takes into account their current financial situation, retirement goals, and potential risks. Additionally, the planner can provide guidance on tax-efficient retirement savings strategies and investment options. What sets Lake Forest Park, WA apart is its proximity to both the city and nature. The retirement planner can help clients take advantage of the area's natural beauty by suggesting outdoor activities and events that are both enjoyable and affordable. Furthermore, the planner can assist clients in finding retirement communities that offer access to nearby hiking trails, parks, and lakes. With the help of a retirement planner in Lake Forest Park, WA, clients can rest assured that they will be able to enjoy a comfortable retirement while taking advantage of the unique opportunities offered by the area.

Nestled in King County, Washington, Lake Forest Park is a hidden gem that offers unparalleled retirement planning services. With its lush greenery and tranquil ambiance, this city provides the perfect backdrop for planning your golden years. What sets Lake Forest Park apart from other cities is its commitment to preserving the environment and promoting sustainable living. The city boasts of a robust network of retirement planners who are well-versed in the local laws and regulations. These professionals are equipped with the latest tools and techniques to help you plan your retirement with precision. Whether you are looking for investment advice or want to create a comprehensive retirement plan, Lake Forest Park has got you covered. With its diverse range of retirement planning services, you can rest assured that your golden years will be nothing short of blissful.